Insights

Coho Partners announced today that Cindy Lewis, a seasoned financial executive, has joined the firm’s leadership team in the newly created role of chief financial officer.

“Cindy comes to Coho with more than 22 years of leadership roles where she was responsible for supporting multi-billion-dollar operations within a dynamic market environment,” said Coho President Glenn Dever, to whom Ms. Lewis will report. “She has deep expertise in all aspects of corporate finance, and I believe Cindy has the required leadership capabilities to help drive our strategic vision and position the firm for continued success and sustainable growth.”…

Just over a year ago, we partnered with the Access to Medicine Foundation and became signatories to its Access to Medicine Index investor statement. The decision was based on our shared belief that engaging with the global biopharmaceutical industry is crucial to ensuring that modern medicine reaches low- and middle-income countries in an efficient and affordable way…

Spring is the most promising of seasons with rebirth and renewal among the themes and symbols often used to depict the ascending optimism. After more than a year of partial lockdowns, the perhaps extreme scenes of Spring Breakers in south Florida may make some uncomfortable yet most of us can relate to the celebratory feeling of a return to some form of normalcy…

In March, the Coho Relative Value Equity portfolio had strong absolute and relative performance against both the S&P 500 Index and the Russell 1000 Value Index with the Coho portfolio advancing more than 8% versus gains of 4.4% and 5.9% for the indices, respectively. All sectors showed positive returns this month but perhaps the most interesting observation would be…