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, 2024, total combined assets including discretionary and model-based (UMA) were approximately $5.1 billion (preliminary).
Coho’s core values:
INTEGRITY - We do what we say
- Exhibit strong moral principles, honesty in all things
- Keep promises and follows through on commitments
- Choose to do the right thing, even when it is difficult
- Treat everyone with equality and respect
- Intellectually honest, seek truth and make decisions based on facts
TRANSPARENCY - What you see is what you get
- Open, honest and frequent communication with clients and colleagues
- Accessible, demonstrate an open-door policy
- No hidden agendas or politics, seek to minimize red tape and bureaucracy
- Genuine and authentic, represent one’s true nature and beliefs
FOCUS - One boat, many oars
- Focused on the success of the investment strategy and striving for excellence, a shared sense of purpose
- Seek to develop deep expertise, has high standards for themselves
- Dedicated to clients, the team, our community, our craft and principles of responsible investing
- Demonstrate a strong work ethic and passion for one’s role
- Is intentional in thoughts and actions. Makes decisions in line with Coho’s investment discipline, culture, and values.
COLLABORATION - Open doors, open minds
- Embrace the idea that we can obtain greater results as a team than individually
- Share information freely, actively seek out and consider feedback from others to inform decisions
- Build and promote trust among colleagues, supportive and encouraging
- Demonstrate openness to diversity in people and ideas
HUMILITY - Challenge, be challenged
- Self-aware, recognize own strengths and weaknesses
- Act with confidence but not arrogance
- Demonstrate a low ego, acknowledge that “my way” is not always right
- Openly admit to mistakes, recognizing it as an opportunity to learn and grow
- Dedicated to constant improvement in skills and knowledge, open to constructive criticism
OWNERSHIP - Act like an owner
- Independent in thinking, freedom to make the right choice for Coho
- Self-starter, take initiative even if it falls outside of one’s role
- Perpetual planning for the future, make decisions with future generations in mind
- Reinvest in the firm even if it means sacrificing in the short-term
- Continually think about how to make Coho a better place
- Part of the Coho family, care about colleagues both professionally and personally
