Coho finished the year with a strong monthly return both absolutely and relatively. The Coho Relative Value Equity portfolio posted an 8.4% gain in December, which compared favorably to both the S&P 500 and Russell 1000 Value indices, which advanced 4.5% and 6.3%, respectively. Performance this month was driven by good stock selection and favorable sector allocation…
Just like we wrote 12 months ago, we are once again eager to turn the page forward on our calendars. As we have seen, a lot can happen in just one year. At the beginning of 2021, inflation was running at only 1.1%, oil was under $50 per barrel, virtually no one was vaccinated against COVID-19, and even fewer people had ever heard the word Omicron – let alone knew that it is a letter in the Greek alphabet. So, what happened and what is in store for us over the next 12 months?…
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…
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