Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Coho's relative value strategy underperformed in 2023 due to a narrow, multiple-expansion-driven tech rally and defensive sector headwinds, but the firm remains strictly disciplined, leveraging Q4 portfolio upgrades to position for a highly constructive 2024.
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Coho's relative value strategy underperformed in 2023 due to a narrow, multiple-expansion-driven tech rally and defensive sector headwinds, but the firm remains strictly disciplined, leveraging Q4 portfolio upgrades to position for a highly constructive 2024.
