We are disappointed that the severe second quarter factor headwinds erased our first quarter outperformance. Nonetheless, we were pleased that our long-term focus has been rewarded in several names this year and believe that equal conviction across the portfolio will pay similar dividends in the coming quarters and years…
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…
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