COHO PARTNERS LTD. Overview
Coho Partners Ltd. is an investment advisor that manages 2 BN dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 293% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 293% of the manager's regulatory AUM.
COHO PARTNERS LTD. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
COHO PARTNERS LTD. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MCHP | 4.61% | Tech | -6.06% | -0.77% | 1 | 15% | ||
| SYY | 4.61% | Cons. Staples | -7.85% | -0.28% | 1 | 20% | ||
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FEATURED IN
COHO PARTNERS LTD. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter A. Thompson | Chief Investment Officer, Partner, Treasurer | January-2010 |
| Kyle R. Bubeck | Chief Compliance Officer | July-2009 |
| Glenn A. Dever | Partner, President | January-2009 |
| Brian L. Kramp | Portfolio Manager, Partner, Secretary | January-2010 |
| Rick S. Wayne | Portfolio Manager, Partner, Vice President | January-2010 |
COHO PARTNERS LTD. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
COHO PARTNERS LTD. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We may use one or more of the following methods of analysis in formulating our investment advice and/or managing your assets:
Charting - In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis - We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is
9
underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
)undamental Analysis does not attempt to "time" or anticipate market movements. The risk of this type of anal...
Get the Full Report
METHODS OF ANALYSIS
We may use one or more of the following methods of analysis in formulating our investment advice and/or managing your assets:
Charting - In this type of technical analysis, we review charts of market and security activity in an attempt to identify when the market is moving up or down and to predict how long the trend may last and when that trend might reverse.
Fundamental Analysis - We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is
9
underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
)undamental Analysis does not attempt to "time" or anticipate market movements. The risk of this type of anal...
Get the Full Report
COHO PARTNERS LTD. Portfolio Concentration
COHO PARTNERS LTD. Location
300 BERWYN PARK
801 CASSATT ROAD, SUITE 100
BERWYN, Pennsylvania
UNITED STATES, 19312
801 CASSATT ROAD, SUITE 100
BERWYN, Pennsylvania
UNITED STATES, 19312
COHO PARTNERS LTD. Contact Information
Phone Number: 484-318-7575
Fax Number: 484-318-7576
Website: http://www.cohopartners.com
Fax Number: 484-318-7576
Website: http://www.cohopartners.com
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