September was the worst month of the year for equities with the S&P 500 Index declining 4.8% and the Russell 1000 Value Index falling 3.9%. The Coho Relative Value Equity portfolio retreated 4.4%. The only sector to post a positive return was Energy, as rising oil and natural gas prices boosted returns…
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…
We are pleased to announce the addition of Evan Carpenter, CFA®, as a portfolio manager/investment analyst on its Investment Team.
“Evan comes to us with a strong background in value investing and fundamental equity research. We are delighted to welcome him to our team,” said Coho Co-Chief Investment Officer, Chris Leonard. Evan will report to Chris and Peter Thompson, Co-Chief Investment Officer. Peter added, “Evan’s background and experience will contribute significantly to both our research efforts and our ability to continue to service our clients at a high level…
Coho is pleased to announce an addition to its Investment Team, Tony Michalak, a portfolio manager/investment analyst. As the newest member of Coho’s Investment Team, Tony is focused on investment research and portfolio management. He has 14 years of experience in the financial industry…
Coho Relative Value Equity