An Advantaged Universe: Coho 250
Our focus is narrowed to a highly selective, advantaged universe of companies that have generally shown long-term predictable growth in most economic environments.
A broad combination of tools is utilized including quantitative analysis, focused fundamental research, and experience.
In-depth Fundamental Research Determines Attractiveness
It is at this point, where Coho becomes a relative value investor.
We execute thorough research on the Coho 250 and construct Dividend Discount Models (DDMs) for each company using realistic yet conservative assumptions.
Constructing a Portfolio of 25-30 Companies
The primary focus of the portfolio construction process is on risk control and protecting principal in down markets while attempting to capture most of the upside performance.
Buy and sell decisions are driven by the portfolio’s risk/return profile.