Coho Capital Loves Walt Disney And Facebook Stock

Coho Capital has been doing much better than many of the hedge funds we cover. While overall hedge fund data from sources like Eurekahedge has pointed to lackluster or nonexistent gains for most funds, Coho gained 14.2% in the first half of the year, significantly outperforming the S&P 500’s 2.7% increase during the same timeframe. [klarman] Q2 hedge fund letters, conference, scoops etc ValueWalk obtained the firm’s second-quarter letter, in which Managing Partner Jake Rosser covered two of their key positions: Walt Disney and Facebook. Coho Capital’s biggest position is Facebook In the Q2 Coho Capital letter, Rosser revealed that…