Insights

As the Magnificent 7 and A.I. euphoria has begun to subside, we are encouraged to see our long-term historical pattern of returns reemerge. We are pleased with the portfolio’s outperformance in the quarter and hope to see a continuation in the quarters ahead as market performance broadens further. Regardless, we will remain true to our investment process and philosophy that focuses first on downside protection and couples that with compelling upside participation…

At Coho Partners, our commitment to sustainability began with the founding of the firm and our philosophy and process that focuses on durable and predictable business models. Our premise is simple: companies that have delivered strong and consistent shareholder returns over multiple market cycles have done so because they have built enduring and sustainable business models…

For nearly 20 years, Coho has successfully managed dual business channels, serving both institutional and private wealth clients. Recently, with leadership endorsement from both lines of the business, the decision was made to separate into two distinct organizations with a spin-out of our private wealth business.…