Coho Partners, Ltd. is 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…
We are pleased to announce an addition to our 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. Prior to joining Coho, Tony spent 10 years at Roundwood Asset…
Shirley joined Coho Partners in September 2021 to focus on ESG (environmental, social, and governance) research coverage within Coho’s investable universe. She has one year of experience in the financial industry. Shirley works with the Investment Team to evaluate material ESG drivers and risks. Prior to joining Coho, she was a financial analyst with FMC…
Berwyn, Pennsylvania; June 11, 2021 – 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…
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.
When looking at the competing priorities related to health-care reform between Donald Trump and Joe Biden, what is most striking is the degree of overlap. Both want to address surprise billing. Both want to allow drug reimportation. Both are considering an international reference price scheme. Both seek to reduce individuals’ out-of-pocket expenses. The means of getting to these outcomes are somewhat different, but the themes are consistent.
At Coho Partners, we believe in equality and respect for all people. We treat others the way that we want to be treated. Coho strives to foster a culture of diversity and inclusion that celebrates independent thinking. We firmly believe that the collective sum of our individual differences, backgrounds, life experiences, knowledge, thoughts, ideas, talents, and capabilities allow us to obtain greater results as a team than we could individually.
A company’s capital allocation profile is an important element of CohoPartners’ investment process, with the dividend being a component of this along with internal investment, debt repayment, share shrink,and M&A activity. While we do not require every company in the Coho 250 investable universe to pay a dividend, most do and every company in the portfolio today does.
Berwyn, Pennsylvania; February 11, 2019 – Coho Partners, Ltd. is pleased to announce the addition of Ward Kruse, CFA, as portfolio manager/investment analyst on its Investment Team. “Ward is an accomplished portfolio manager and analyst. He brings to Coho a wealth of experience and a great reputation,” said Coho Chief Investment Officer, Peter Thompson,…
Berwyn, Pennsylvania; March 9, 2018 – Coho Partners, Ltd. is pleased to announce the appointment of Tim McAvoy as the newest member of its client and consultant relations team. “I’ve known Tim for many years and he is universally respected by everyone he meets,” said Coho President, Glenn Dever. “As a former AIMSE President…
