COHALO®

Purpose

—WHY—

Improve Portfolios

Cohalo® exists to strengthen investment programs, period.

We seek enduring relationships with the Institutions we serve, earned through attentive and skillful stewardship of entrusted capital.

Offerings

—WHAT—

Applied Expertise

Asset management and advisory engagements are configured around each mandate’s unique objectives and constraints.

Services range from integrated portfolio management to standalone alternative strategies.

Approach

—HOW—

Disciplined Judgment

The Cohalo® model combines close collaboration with independent perspective and sophisticated market insight.

Partner organizations preserve strategic authority, stakeholder ownership, and operational infrastructure while gaining valuable investment management capacity.

[see important disclosures in footer]

Clients

—WHO—

Investment Professionals

We work with investment professionals responsible for capital allocation who prioritize competence and character.

Investment leaders at RIAs, family offices, insurance companies, foundations, and other lean institutional teams are our primary Client relationships.

Media

—MENTIONS—

Chip Stock Slump Rekindles Wall Street …   Bloomberg – June 4, 2026

Are CTAs the Perfect Crisis Hedge?     EQDerivatives – April 1, 2026

Computer-Driven Traders are Bullish On Stocks …   Bloomberg – August 10, 2025

For Exhausted Stock Market Pros the Choice Is …   Bloomberg – May 10, 2025

Lockstep Moves … Suggest More Volatility   Bloomberg – March 5, 2025

[Cohalo®] Tests Vol Products In Japan …   EQDerivatives – December 4, 2024

Election Roundup: Elevated Vol Across …   EQDerivatives – November 6, 2024

Top Performing CTAs: 2024 Year to Date …   aiSource – July 25, 2024

Meet the Inst Inv 2024 Hedge Fund Rising Stars*   II – June 21, 2024

Winners of the 21st Annual Hedge Fund Awards*   II – May 1, 2024

SBai Welcomes New Stakeholders: [Cohalo®]   SBai – March 27, 2024

Top Commodity Trading Advisors of 2023 …   aiSource – February 8, 2024

Top Performing Commodity Trading Advisors   aiSource – August 22, 2023

The Hedge Fund Journal | Tomorrow’s Titans ’22   THFJ – July 27, 2022

Investors Choice Awards [Americas | Volatility]*   ICA – March 10, 2022

Top 10 Commodity Trading Advisors of 2021   aiSource – February 17, 2022

Fear Is Everywhere in Volatility Market Even as …   Bloomberg – March 25, 2021

Volatility Observers React To U.S. Election   EQDerivatives – November 4, 2020

Election Volatility Is Short Trade of a Lifetime …   Bloomberg – October 6, 2020

VIX Flashes Most Enticing Short Since 2012 …   Bloomberg – August 4, 2020

The VIX Is Still Flashing Warnings for Stock Bulls   Bloomberg – July 6, 2020

Q1 2020 EQD Magazine, Americas (Cover Story)   EQDerivatives – March 25, 2020

Cohalo Offers Novel Vol Risk Premium Strategy   EQDerivatives – April 9, 2019

Ex-Goldman PM launches Seattle-based CTA   CTA_Intelligence – November 6, 2018

[Managing Principal Colton Loder pictured, second from left]

* Linked articles may reference third-party industry awards or recognitions in relation to the firm’s offerings as of and/or for the given time period, for which Cohalo® has a reasonable basis to believe that the methods used in determining the award or recognition allowed participants to provide both favorable and unfavorable responses equally without any predetermined result, and for which Cohalo® neither provided nor received any compensation directly or indirectly to/from the sponsor(s) of said award or recognition.