Coho Partners, Ltd. was founded in 1999. An independent, 100% employee owned firm based in Berwyn, PA, Coho manages over $3.5 billion in assets for institutional and individual clients.
"We firmly believe that the best method to create and sustain long-term wealth is to protect principal in down markets and generate competitive returns in all but the most speculative of up markets."
Founder of Coho Partners, Ltd. & Portfolio Manager of Coho Relative Value Equity Fund
Coho Partners, Ltd. is the Adviser to the Coho Relative Value Equity Fund. The Fund focuses its investment on stable companies that consistently grow their revenues, earnings, and dividends with market capitalizations over $3 billion. The Fund seeks to own a portfolio of 20 to 35 equity securities that meet the Adviser's stability, dividend and cash flow growth criteria, and with respect to which the Adviser has established comfort with the long-term qualitative aspects of the investment. The Fund's investment objective is to seek total return.
Before you invest in Coho Funds, please refer to the statutory prospectus for important information about the investment company, including investment objectives, risks, charges and expenses. You may obtain a hard copy of the prospectus by calling 866.COHO.234 or 866.264.6234 or by clicking here. The prospectus should be read carefully before you invest or send money.
Mutual fund investing involves risk. Principal loss is possible. The Fund may have a relatively high concentration of assets in a single or small number of issuers, which may reduce its diversification and result in increased volatility. Investments in securities of foreign issuers involve risks not ordinarily associated with investments in securities and instruments of U.S. issuers, including risks relating to political, social and economic developments abroad, differences between U.S. and foreign regulatory and accounting requirements, tax risks, and market practices, as well as fluctuations in foreign currencies. The market price of the shares of an ETF will fluctuate based on changes in the net asset value as well as changes in the supply and demand of its shares in the secondary market. It is also possible that an active secondary market of an ETF's shares may not develop and market trading in the shares of the ETF may be halted under certain circumstances. The fund will bear its share of expenses and the underlying risks of investments in ETFs and other investment companies. Investments in mid-cap securities involve additional risks such as limited liquidity and greater volatility than larger companies.
The Coho Relative Value Equity Fund is offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
The Coho Relative Value Equity Fund is distributed by Quasar Distributors, LLC.