Coho Relative Value Equity Fund
INVESTMENT OBJECTIVE
The Coho Relative Value Equity Fund seeks total return.
INVESTMENT PROCESS
A selective universe: the Coho 250
We narrow our focus to a highly selective universe of companies that have generally shown long-term stability and growth in most economic environments.
In-depth fundamental research determines attractiveness
We execute thorough research on the Coho 250 universe and construct Dividend Discount Models (DDMs)* for each company using realistic yet conservative assumptions.
Portfolio construction
Our buy and sell decisions are driven by the portfolio’s risk/return profile.
*A Dividend Discount Model (DDM) is a procedure for valuing the price of a stock by using the predicted dividends and discounting them back to the present value.
