Insights

Our performance this year was disappointing and did not meet the expectations we set for ourselves and our clients. We acknowledge and own our mistakes. We are continually enhancing our process to improve the performance of the things within our control while staying unwaveringly true to the philosophy and process that has resulted in favorable risk-adjusted returns over our long history. Staying true to that philosophy means we can face stiff headwinds for longer than we would like, but the winds will shift. They always do…

One of the reasons our pattern of performance has proved resilient for the past 25 years is due to the stability and predictability of the companies in which we invest. We have certainly had our share of negative surprises over the years, but on the whole, the portfolio experiences a lower level of volatility relative to the indices…

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.…