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Coho Relative Value Equity Fund (COHOX)

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12.49 -0.06    -0.48%
13/03 - 延迟数据. USD 货币
类型:  基金
市场:  美国
发行商:  Coho
相关:  S&P 500 Value TR
资产类别:  股票
  • 晨星评级:
  • 总资产: 181.57M
Coho Relative Value Equity Advisor 12.49 -0.06 -0.48%

COHOX概述

 
本页面提供Coho Relative Value Equity Fund的详细介绍,帮助您了解COHOX的高管、总资产、投资策略和联系方式等信息。
种类

Large Value

总资产

181.57M

费用

0.79%

开始日期

41500

联络信息

地址 300 Berwyn Park
Berwyn,PA 19312
United States
电话 -

高管

名称 标题 任期
Ruairi G. O'Neill Lead Portfolio Manager 2019 now
背景介紹 Ruairi joined Coho Partners 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 26 years of experience in the financial industry.
Chris R. Leonard Co-Chief Investment Officer 2019 now
背景介紹 Chris joined Coho Partners in 2012 as a portfolio manager and investment analyst. He was named co-chief investment officer in January 2022, working alongside Peter Thompson who shares responsibility for maintaining the firm's investment philosophy and process. In addition to these duties, Chris is a member of the Investment Committee and a partner of the firm. 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 is a Chartered Financial Analyst® charterholder.
Peter A. Thompson Co-Chief Investment Officer 2013 now
背景介紹 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, a member of the Investment Committee, and a member of the Executive Committee and 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 portfoli
Ward Kruse Equity Analyst, Portfolio Manager 2021 2024
背景介紹 Ward joined Coho Partners in 2019 to focus on research and portfolio management. In addition, he is a member of the Investment Committee. He is a partner of the firm.
Nimrit Kang - 2019 2022
Brian L. Kramp Partner 2013 2020
背景介紹 Brian L. Kramp, CFA, joined Coho in 2006, where he is a Partner, a Portfolio Manager and Director of Research. Mr. Kramp serves as the chairperson of the firm's weekly Investment Committee meeting and manages the quantitative screening process. He is also a member of the Board of Directors. In 1997, Mr. Kramp was employed by Morgan Stanley / Miller, Anderson & Sherrerd as a research analyst/portfolio manager. Mr. Kramp rose to the position of Executive Director and held responsibility for portfolio management, equity research and client service on the large cap core and value equity teams.
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