Coho Partners Relative Value Equity’s Q2 2024 Investor Letter

Coho Partners, an investment management company released its “Relative Value Equity Strategy” second quarter 2024 investor letter. In 2024, the market is led by a handful of stocks, with NVIDIA alone contributing nearly a third of the S&P 500 Index’s total return year-to-date. The Information Technology and Communication Services sectors are performing strongly, and the Russell 1000 Growth Index has almost tripled the returns of the Russell 1000 Value Index year-to-date. Economically...