Since our inception in 1999, Coho’s goal has been to generate a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. As of September 30, 2017, total combined assets including model advisement, discretionary, and non-discretionary were approximately $8 billion.
Coho Partners is:
Coho is employee owned – nine of our 23 employees are owners. We have a strong philosophical belief in independent ownership. It is anticipated that as the firm grows ownership will be made available to the next generation of key employee owners.
We believe we are best served by keeping our resources focused on a single investment process. By not diluting our organization through the management of multiple investment strategies, we are able to keep our focus on the one strategy that defines our business.
Our communication style is open and frequent. We provide our clients full transparency which we believe leads to long-term client relationships.