Coupled with the attractive relative valuations, we remain confident in the portfolio’s positioning and in its ability to deliver on our pattern of returns by providing downside protection and upside participation over the market cycle.…
Following a strong rebound in the early months of 2021, economic activity slowed modestly in late Spring. Though the 2Q GDP growth rate of 6.7% on an annualized rate (a/r) modestly exceeded the 1Q reading of 6.3%, this was far lower than originally estimated due to impacts on consumer spending from the resurgence of the Delta variantin May and June…
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