Coho Relative Value ESG Fund
The Coho Relative Value ESG Fund seeks total return.
A selective universe: the Coho 250 Universe
We narrow our focus to a highly-selective universe of companies that have generally shown long-term growth in most economic environments.
Sustainable leaders: the Coho ESG Universe
An exclusionary overlay removes tobacco, firearms, alcohol, defense, and mining industries. We then implement an ESG qualitative and quantitative framework.
In-depth research determines attractiveness
We execute thorough research on the investable universe and construct Dividend Discount Models (DDMs)* for each company using realistic, yet conservative, assumptions.
Our buy and sell decisions are driven by the portfolio’s risk/return profile. Both the quantitative and the qualitative processes focus on identifying and tracking the most relevant and/or material ESG factors for each industry and company.
*A Dividend Discount Model (DDM) is a procedure for valuing the price of a stock by using the predicted dividends and discounting them back to the present value.