Coho Partners Ltd.

Coho Partners Ltd.

Coho Partners Ltd.

Overview
Date Founded

1999

Headquarters

300 Berwyn Park,801 Cassatt Road,Suite 100,Berwyn, PA 19312-1179

Type of Company

Private

Employees (Worldwide)

27

Industries

Investment Services & Portfolio Management

Company Description

Coho Partners may use one or more of the following methods of analysis in formulating their investment advice and/or managing their clients' assets: charting; fundamental analysis; technical analysis; asset allocation; and mutual fund/ETF analysis. The firm's proprietary investment process, the Coho Relative Value Equity Strategy, is designed to protect principal in \"down\" markets while capturing a large percentage of the gains in \"up\" markets. In addition to the Coho Relative Value Equity Strategy, the firm offers alternative investment recommendations which are not limited to any specific product or service. Their primary focus is on individual stocks and bonds, mutual funds, ETFs, and government securities. Coho Partners may also offer advice with regard to warrants, corporate debt securities, commercial paper, CDs, and options contracts on securities.

Contact Data
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Executives & Employees

Chief Compliance Officer

Deputy Chief Compliance Officer

Partner, Client Relations

Partner, Business Operations

Partner, Client Relations

Partner, Trading

Partner, Portfolio Manager & Investment Analyst

Partner, Client Relations

Partner, Portfolio Manager & Investment Analyst

Partner, Client & Consultant Relations

Board of Directors

Partner, Portfolio Manager & Director of Research at Coho Partners Ltd.

President & Partner at Coho Partners Ltd.

Partner, Portfolio Manager & Chief Strategist at Coho Partners Ltd.

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