Coho is pleased to announce an addition to its Investment Team, Tony Michalak, a portfolio manager/investment analyst. As the newest member of Coho’s Investment Team, Tony is focused on investment research and portfolio management. He has 14 years of experience in the financial industry…
December’s decline offset some of the gains amassed in October and November. Nevertheless, the fourth quarter was still solid with the S&P 500 and Russell 1000 Value indices advancing 7.6% and 12.4%, respectively. The Coho Relative Value Equity portfolio was able to post a competitive return of 11.7%…
2022 will likely be remembered as a transitional year that ushered out the era of the 2010s and brought about the themes that look set to dominate the rest of the 2020s. From starting the year with the war in Ukraine, to experiencing levels of inflation not seen in 40 years, to a move away from globalization through the reshoring of supply chains, we marked a dramatic shift from the themes and policies that defined the post-financial crisis era…
After 23 years of dedicated service and commitment to Coho Partners, Lisa Moneymaker, Partner, Client Relations, is embarking on a well-earned and well-deserved retirement. Lisa’s role and responsibilities have already begun to transition to our newest Client Relations Team member, Kelly Vaughan. We welcomed Kelly to Coho in November 2022 to focus on internal client servicing efforts at the firm…
At Coho Partners, our commitment to sustainability began with the founding of the firm and our philosophy and process that focuses on durable and predictable business models. Our premise is simple: companies that have delivered strong and consistent shareholder returns over multiple market cycles have done so because they have built enduring and sustainable business models…
Coho Relative Value Equity