Caspian Aims to Play Recovery Trade in Large Gyms, Cruises: Q&A
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Adam Cohen, managing partner at Caspian Capital, says that large gym chains and cruise lines are good recovery trades since they were doing well before the pandemic.
Cohen, who helps manage Caspian’s $3.7 billion in assets, spoke with Katherine Doherty on Jan. 22. Comments have been edited and condensed.