People

Coho Relative Value Equity Fund Portfolio Managers

Peter A. Thompson
Partner/Chief Investment Officer

Peter A. Thompson

In 1999, Peter formed Coho Partners, Ltd.  He is the chief investment officer of the firm and is responsible for maintaining the firm's investment philosophy and process.  His responsibilities include portfolio management and company research.  He is a partner of the firm and a member of the Board of Directors.

Prior to forming Coho Partners, Peter spent 10 years with the investment-counseling firm of Cooke & Bieler, where here he had a wide range of research and portfolio responsibilities.  In addition to managing stand-alone portfolios, he played an integral role in the development of three of the firm's mutual funds for which he was also the portfolio manager.  Peter began his investment career with Kidder, Peabody & Company.  During his time there, Peter was involved in research and ultimately promoted to a position of oversight on the firm's Stock Selection and Investment Policy Committees.

Peter graduated from Princeton University with a Bachelor of Arts Degree in Economics.  He received his MBA from the University of Virginia's Colgate Darden School of Business Administration.

Peter serves as a board member on the Gesu School investment committee and as the Treasurer of the First Hospital Foundation.

 

Brian L. Kramp, CFA
Partner/Portfolio Manager/Research

Brian L. Kramp, CFA

Brian joined Coho Partners, Ltd. in 2006.  His primary responsibilities include company research and portfolio management.  He chairs the weekly investment committee meeting and manages the quantitative screening process which helps define the "Coho 250".  He is a partner of the firm and a member of the Board of Directors.

Before joining Coho, Brian was employed by Morgan Stanley / Miller, Anderson, and Sherrerd as a research analyst/portfolio manager.  He rose to the position of executive director and held significant responsibility for portfolio management, equity research and client service on the large cap core and value equity teams.  Prior to this, Brian was an analyst/portfolio manager for Meridian Investment Company, where he managed or co-managed several equity funds along with enjoying client service responsibilities.  Brian's initial position with Meridian Bank was in their asset management unit as a personal trust investment officer focusing on managing individual and institutional accounts.  He began his investment career as a financial advisor for a regional brokerage firm in Allentown, PA.

Brian graduated from Muhlenberg College with a Bachelor of Arts Degree in Business Administration and Accounting.  He earned the right to use the Chartered Financial Analyst designation.

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.