BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners, Ltd. announces the launch of the Coho Relative Value Equity Fund. This is the first mutual fund managed by Coho and it demonstrates the firm’s commitment to providing its institutional and advisor clients with an additional means of accessing its sole investment strategy.
Initially, the Fund will only be offered in an Institutional share class (COHOX), but an Investor Class (COHSX) is registered and our intention is to launch this class in the near future.
The Coho Partners’ investment philosophy is based on the premise that the most effective way to create and sustain wealth in the equity markets is to achieve an asymmetrical pattern of returns over time, where the portfolio demonstrates a down market capture considerably less than its up market capture. We believe this combination of protection and participation should ultimately provide an opportunity for better than market performance over an economic cycle with less than market risk. Coho believes this objective is achievable and repeatable by populating the portfolio with stocks of high quality companies that have demonstrated long-term predictable growth in revenues, earnings and dividends.
Coho Partners, Ltd., an independent, employee-owned investment firm headquartered in Berwyn, PA, was founded in June 1999 and currently manages $1.2 billion on behalf of institutional employee benefit plans, endowments, foundations, corporations, and high net worth individuals. As a registered investment advisor, Coho offers a single investment strategy through separately managed portfolios and the Coho Relative Value Equity Fund, an open-end mutual fund. Coho Partners is 100 percent owned by its employees. For more information about the Advisor, Coho Partners, visit www.cohopartners.com. To learn more about investing in the Coho Relative Value Equity Fund, visit www.cohofunds.com.
The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The prospectus contains this and other important information about the investment company and it may be obtained by calling 1-866-264-6234 or visiting www.cohofunds.com. Read it carefully before investing.
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.
Up and down market capture - The up-market capture ratio is used to evaluate how well an investment manager performed relative to how an index has risen. The down-market capture ratio is used to evaluate how well or poorly an investment manager performed relative to an index during periods when that index has dropped.
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