Coho Partners, Ltd. is the Adviser to the Coho Relative Value Equity Fund and the Coho Relative Value ESG Fund. Since our inception in 1999, Coho’s goal has been to generate a specific, asymmetric pattern of returns. As of June 30, 2024, total combined assets including model advisement, discretionary, and non-discretionary were approximately $5.3 billion.
Coho Partners is:
Independent
Coho is employee owned – 20 of our 30 employees are partners of the firm. We have a strong philosophical belief in independent ownership.
Focused
We believe we are best served by keeping our resources focused on the investment approach that defines our business. We seek to generate a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets.
Accessible
Our communication style is open and frequent. We provide our clients full transparency which we believe leads to long-term client relationships.
