BERWYN, Pa.--(BUSINESS WIRE)--Coho Partners, Ltd. is pleased to announce the addition of Evan Carpenter, CFA®, as a portfolio manager/investment analyst on its Investment Team.
"Evan comes to us with a strong background in value investing and fundamental equity research. We are delighted to welcome him to our team,” said Coho Co-Chief Investment Officer, Chris Leonard. Mr. Carpenter will report to Mr. Leonard and Peter Thompson, Co-Chief Investment Officer. Mr. Thompson added, “Evan’s background and experience will contribute significantly to both our research efforts and our ability to continue to service our clients at a high level.”
As the newest member of Coho’s Investment Team, Mr. Carpenter is focused on investment research and portfolio management. He has 26 years of experience in the financial industry.
Prior to joining Coho, Mr. Carpenter was a senior equity analyst at Mutual of America Capital Management for 11 years where he was responsible for conducting fundamental research with an emphasis on quality companies at discounted valuations. In addition, he actively collaborated with the portfolio manager for portfolio construction decisions. He also served as a senior research analyst at Lord Abbett for nine years where his focus was on value investing. Mr. Carpenter began his investment career as an equity research analyst at Gabelli & Co.
Mr. Carpenter graduated from Lafayette College with dual Bachelor of Arts degrees in economics and business, and mathematics, and received his MBA from Columbia University Business School. He is a Chartered Financial Analyst® charterholder.
About Coho Partners, Ltd.
Coho Partners Ltd., founded in 1999, is an independent, employee-owned investment management firm headquartered in Berwyn, Pennsylvania. As of March 31, 2023, total combined assets including model advisement, discretionary, and non-discretionary were approximately $9.4 billion (preliminary). Coho focuses on generating a specific, asymmetric pattern of returns that offers strong protection in down markets and competitive returns in up markets. For more information about Coho and its services, please visit our website at www.cohopartners.com and follow us on LinkedIn.
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