As a leading contributor to branded plastic waste globally, Coca-Cola Company (KO) through its World Without Waste program (launched in 2018) is focused on helping create a circular economy for its packaging. This includes everything from how bottles and cans are designed and made to how they are recycled and reused…
As the Magnificent 7 and A.I. euphoria has begun to subside, we are encouraged to see our long-term historical pattern of returns reemerge. We are pleased with the portfolio’s outperformance in the quarter and hope to see a continuation in the quarters ahead as market performance broadens further. Regardless, we will remain true to our investment process and philosophy that focuses first on downside protection and couples that with compelling upside participation…
For nearly 20 years, Coho has successfully managed dual business channels, serving both institutional and private wealth clients. Recently, with leadership endorsement from both lines of the business, the decision was made to separate into two distinct organizations with a spin-out of our private wealth business.…
Coho Relative Value Equity