By identifying companies that can deliver consistent revenue, earnings, and cash flow growth and buying them at valuations that minimize downside risk, we believe we will continue to deliver a consistent pattern of returns that protects principal in difficult market environments and participates well when markets rise…
Rising energy prices were problematic prior to the invasion of Ukraine, and now are moving higher as global markets contemplate a world without Russia’s vast oil and gas supplies. This will undoubtedly lead to higher U.S. inflation, which is already running hot. Price increases for food, energy, and other goods and services can put a damper on consumer spending, which accounts for about 70% of U.S. economic activity…
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