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…
As we begin the second half of 2022, we believe the portfolio is properly positioned for what will likely be a volatile and challenging period. Our companies are performing well and those companies that have lagged in the portfolio should recover as those management teams deliver on their operating algorithms…
Following a massive earnings recovery and significant domestic equity returns in 2021, both risk assets and bond returns stumbled in the first half of 2022. The points we mentioned in previous commentaries such as rapidly rising interest rates and surging inflation, tightening monetary policy, fading fiscal stimulus, and the Russia-Ukraine conflict, were the main culprits behind the market move that rattled investor sentiment…
Shirley joined Coho Partners in September 2021 to focus on ESG (environmental, social, and governance) research coverage within Coho’s investable universe. She works with the Investment Team to evaluate material ESG drivers and risks…
Coho Relative Value Equity