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Webinars organized by Candoris are interactive, often in Q&A format, concrete and to the point.
July 15th, 03:00 – 04:00 PM CEST VanEck Emerging Market Equity Quarterly update with PM David Semple
Register: VanEck Emerging Market Equity Quarterly Update
August 13, 03:00 – 04:00 PM CEST VanEck Emerging Market Equity Quarterly update with PM David Semple
Register: VanEck Unconstrained Emerging Market Debt Quarterly Update
August 18, 10:00 – 11:00 AM CEST Eleva Leaders Small & Midcap European Equities (To be confirmed)
Register: Eleva Leaders European Small & Mid Cap Quarterly Update
August 25, 03:00 – 04:00 PM CEST DSM Global, US Large Cap & Emerging Market Growth Equities with CIO Daniel Strickberger
Register: DSM Growth Strategies Quarterly Update
September 2, 04:00 – 04:25 PM CEST Pacific Asset Management US Senior Loans
Register: PAM US Senior Loan Quarterly Update
September 2, 04:30 – 05:00 PM CEST Pacific Asset Management US Investment Grade ESG Strategy
Register: PAM US Investment Grade ESG
September 10, 04:00 – 05:00 PM CEST SiM US High Yield update with PM’s Gary Pokrzywinski and Ryan Larson
Register: SiM US High Yield Quarterly Update
September 16, 03:00 – 04:00 PM CEST Orchard US Small Cap Value (To be confirmed)
Register: Orchard US Small Cap Value Quarterly Update
September 23, 03:00 – 04:00 PM CEST Coho ESG US Large Cap Equities
Coho ESG US Large Cap Equities
Why Coho for US Large Cap Equities?
- More than 20 year track record, outperforming both the S&P 500 and the Russell 1000 Value with only 80% of volatility
- True diversifier in your portfolio due to contrarian periods of outperformance
- Investment team invests their own capital wealth alongside you as an investor, employee owned
- ESG version available since 2011. ESG is in Coho’s DNA, full integration in investment process, trying to steer companies in sustainable direction
- Concentrated high conviction portfolio with a high active share
Who is Coho Partners?
Coho Partners, founded in 1999, is an independent employee owned boutique manager specialized in US Large Cap equity. Coho manages assets for institutional and individual clients.
Coho Partners Commitment to ESG
The ESG portfolio was established in 2011, while keeping the main characteristics of the original strategy that dates back to 2000 in place. The integration of ESG considerations into the investment process is a natural extension of the investment approach. The investible universe defined by Coho, consists of companies explicitly chosen because of their long history of stable business models, solid growth, excellent management teams and shareholder friendly practices. These high quality companies tend to have high levels of awareness and engagement in sustainable practices and good governance making the proprietary ESG evaluation methodology complementary to the core philosophy and process.
Principal Investment philosophy
Coho’s investment philosophy is based on the premise that the most effective way to create and sustain wealth in the equity markets is to achieve an asymmetric pattern of returns over time, where the portfolio demonstrates a down market capture considerably less than its up-market capture. This combination should ultimately provide an opportunity for better than market performance over an economic cycle, with less than market risk.
Orchard US Small Cap Value Equities
Why US Small Cap Value Equities?
US Small Cap Value Equities are the best performing segment within US equities long term. As US Small Cap Value companies are under researched, an active manager provides added value, this segment is not suited for long-term passive investments.
Why Orchard for US Small Cap Value Equities?
- Concentrated high conviction portfolio with a high active share and superior returns through proprietary research and a disciplined process
- 100% alignment as investment team invests their own capital wealth alongside you as an investor, 100% employee owned
- Stable team with over 20 years track record in US Small Cap Value
- ESG fuly integrated in investment process
Who is Orchard Capital Management?
Orchard is an independent employee-owned boutique based in Chicago with a track record dating back to 2001. The investment team has deep investment and industry experience and Orchard employees invest their own private wealth in the same strategy as you as an investor.
Principal Investment philosophy
Orchard’s Opportunistic Small Cap Strategies builds upon a core philosophy:
''Proprietary knowledge, not excess risk, drives excess returns‘’
Orchard uses proprietary knowledge to create the best possible estimate of intrinsic value and strives to generate excess returns by investing at what they consider a significant discount to intrinsic value.
Once Orchard has identified sources of value or opportunities for value creation, they select investments with one or more catalysts that should lead to value realization and will engage management & shareholders for constructive change.