An Advantaged Universe: Coho 250
We narrow our focus to a highly selective, advantaged universe of companies that have generally shown long-term stability and growth in most economic environments.
A broad combination of tools is utilized including quantitative analysis, focused fundamental research, and experience.
Sustainable Leaders: Coho ESG 200 Universe
An exclusionary overlay removes tobacco, firearms, alcohol, defense, and mining industries.
We then implement an integrated ESG qualitative and quantitative framework.
In-depth Fundamental Research Determines Attractiveness
It is at this point where Coho becomes a relative value investor.
We execute thorough research on the ESG universe and its material drivers and construct Dividend Discount Models (DDMs) for each company using realistic yet conservative assumptions.
Constructing a Portfolio of 25 to 35 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.