Insights

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…

After a 37-year career that includes years of dedicated service to Coho Partners, Brian Kramp, Portfolio Manager and Director of Research, is setting his sights on a well-deserved retirement.

Brian has been a valued member of the Investment Team and has helped shape Coho’s culture for nearly 15 years. He made important contributions to the firm and our clients in his role on the Board of Directors, as a portfolio manager, investment analyst, and thought leader…