关于我们
Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. Important Disclosure Advisory Services offered through Coho Partners, Ltd. an Investment Adviser registered with the U.S. Securities and Exchange Commission. Coho Partners, Ltd. only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Past performance of investments is no indication of future results. Third-party posts that appear on this social media site have not been reviewed or approved by Coho Partners, Ltd. or its principals for completeness or accuracy. Additionally, it should be noted the information that has been posted by third parties does not necessarily reflect the views or opinions of Coho Partners, Ltd. Coho Partners, Ltd. is not responsible for content posted by third parties. Coho Partners, Ltd. and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law, to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.
- 网站
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https://www.cohopartners.com
Coho Partners, Ltd.的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Berwyn，PA
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Asset Management
地点
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主要
获取路线
801 Cassatt Road
US，PA，Berwyn，19312
Coho Partners, Ltd.员工
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Wayne LeSage, Jr., CFA?, CFP?
Partner / Head of Distribution at Coho Partners, Ltd.
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Brian Gibson, PRM
Operational Strategy | Fintech | Wealth & Asset Management | Analyst | Leader | Technology Innovator
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Jena Weaver Dietrich
Partner, Marketing @ Coho Partners, Ltd. | Marketing Communications
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Tony Michalak
Portfolio Manager & Investment Analyst at Coho Partners, Ltd.
动态
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In this year's edition of our Impact Report, we reflect on the progress at our portfolio companies as we continue to expand engagement on material ESG risks and opportunities. We also touch on regulatory developments in the U.S. and Europe. We also address the steps Coho is taking to ensure compliance for the European UCITS fund. Coho’s Investment Team continues to enhance our proxy voting guidelines, and we highlight our analysis and shareholder votes for the 2023/2024 season. We also provide an update on our environmental impact efforts, as companies continue to commit to Scope 1, 2, and/or 3 emissions reduction targets and net-zero commitments. Additionally, we highlight our research efforts into the Taskforce on Nature-related Financial Disclosure (TNFD) and Diversity, Equity, and Inclusion (DEI), which were the basis of two ESG insight papers we published this year. Finally, we highlight our community involvement through our Coho Cares events. These examples provide insight into the cultural DNA of the companies in which we invest and support our belief that the full integration of ESG issues enriches fundamental research analysis. Additionally, they highlight how we walk the talk on our ESG engagement with companies through our own internal ESG initiatives.? https://lnkd.in/etmPBngY
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Members of Coho's team recently came together to make 150 paper-bag lunches for The Grace Project which is dedicated to instilling hope through compassionate actions for both children?and adults affected by illness, poverty, or addiction in the Philadelphia area. We were pleased to support this worthy cause and we had fun doing it! #CohoCares
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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. We are pleased to announce our full support of Aurdan Capital Management, the newly formed registered investment advisor (“RIA”) established for Coho’s Private Wealth Group which officially launched on June 4, 2024. Aurdan operates as its own entity, not as an affiliate or subsidiary of Coho Partners. https://lnkd.in/ePmDYBD9
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Members of the Coho family participated in the Main Line Animal Rescue (MLAR) Tails & Trails 5K/2K event over the weekend. We were delighted to help support MLAR's mission to care for the most vulnerable animals in our community.? #MLAR #adoptdontshop
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Following strong relative performance in 2022 for the Coho Relative Value Equity portfolio, 2023 was a disappointment.?The year prior, the portfolio again demonstrated its ability to provide meaningful downside protection amidst difficult market environments.?This year, however, it was unable to provide the level of upside participation we typically expect.? https://lnkd.in/g9j3HEU2