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 March 31, 2021, total combined assets including model advisement, discretionary, and non-discretionary were approximately $9.5 billion.
Coho Partners is:
Coho is employee owned – 21 of our 31 employees are partners of the firm. We have a strong philosophical belief in independent ownership. It is anticipated that as the firm grows ownership will be made available to the next generation of key employee owners.
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.
Our communication style is open and frequent. We provide our clients full transparency which we believe leads to long-term client relationships.