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Coho Relative Value Equity Fund Institutional Class (COHIX)
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22/11 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 418,76M
Coho Relative Value Equity Institutional
14,40
+0,09
+0,63%
COHIX - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Coho Relative Value Equity Fund Institutional Class. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de COHIX, entre outras informações.
Informações de Contato
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Ruairi G. O'Neill | Partner | 2019 | Agora |
| Biografia | Ruairi joined Coho Partners, Ltd. in 2014 to focus on research and portfolio management. In addition to his portfolio management and research responsibilities, Ruairi is a member of the Investment Committee and a partner of the firm. He has 23 years of experience in the financial industry. Prior to joining Coho, Ruairi was the lead Portfolio Manager on the PNC Large Cap Dividend Focus strategy as well as a Senior Portfolio Manager on the PNC Core, Value and Growth strategies. While at PNC, Ruairi rose to the position of Senior Vice President. | ||
| Chris R. Leonard | Lead Portfolio Manager | 2019 | Agora |
| Biografia | Chris joined Coho Partners, Ltd. in 2012 to focus on company research and portfolio management. In addition to these responsibilities, Chris is a member of the Investment Committee and a partner of the firm. He has 21 years of experience in the financial industry. Prior to joining Coho, Chris was Vice President at Santa Barbara Asset Management, an affiliate of Nuveen Investments. While at Santa Barbara, Chris was responsible for coverage of the healthcare and consumer staples sectors and served as lead portfolio manager of the firm's mid-cap growth portfolio. Chris previously worked at T. Rowe Price and Chesapeake Partners as an analyst evaluating securities in multiple sectors. He began his investment career at Paine Webber as a research associate covering the biotechnology sector. Chris graduated with distinction from the University of Virginia receiving a Bachelor of Science degree in Commerce with a concentration in Finance. He earned the right to use the Chartered Financial Analyst designation. | ||
| Nimrit Kang | Director of Research & Investment Strategy | 2019 | Agora |
| Biografia | Nimrit joined Coho Partners, Ltd. in 2017 to focus on research and portfolio management. In addition, she is a member of the Investment Committee. She has 13 years of experience in the financial industry. Prior to joining Coho, Nimrit was the director of research and investment strategy for ICMA-RC where she was responsible for leading manager research and due diligence as well as ongoing oversight of a broad suite of equity strategies. She also served as the lead portfolio manager for the multi-asset class corporate portfolio. In her previous role, she spent 12 years at DuPont Capital Management where she rose from an analyst to co-portfolio manager for the international small cap product and lead member of the portfolio management team for the EAFE product. During her tenure at DuPont Capital, her analyst responsibilities included stock selection for the industrials, consumer discretionary, and consumer staples sectors. Nimrit graduated magna cum laude from Virginia Polytechnic Institute and State University (“Virginia Tech”) with a Bachelor of Science degree in chemical engineering and received an MBA from the Harvard Business School. Nimrit earned the right to use the Chartered Financial Analyst designation and she is a member of the CFA Society of Philadelphia and the CFA Institute. She served as a board member for the CFA Society of Philadelphia from 2013-2016. | ||
| Peter A. Thompson | Portfolio Manager | 2013 | Agora |
| Biografia | Peter founded Coho Partners in 1999. He is the chief investment officer of the firm and is responsible for maintaining the firm's investment philosophy and process. In addition to his portfolio management and company research responsibilities, he is a partner of the firm and a member of the Investment Committee and Board of Directors. Peter has 35 years of experience in the financial industry. 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 where he 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 | Partner | 2013 | Agora |
| Biografia | Brian joined Coho Partners, Ltd. in 2006. He is primarily focused on company research and portfolio management. He serves as the chairperson of the firm’s weekly Investment Committee meeting and manages the quantitative screening process which helps define the Coho 250. In addition to these responsibilities, Brian is a member of the Board of Directors and a partner of the firm. He has 34 years of experience in the financial industry. Before joining Coho, Brian was employed by Morgan Stanley / Miller, Anderson & 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. | ||
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