The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 30, 2026
Cooper Investors Global Equities Fund (Unhedged) returned 0.50% net of fees for the quarter ended September 30, 2026, underperforming the MSCI AC World Index Net Divs benchmark return of 1.18% by 68 basis points. Returns were driven by positive contributions from the Compounding (58.9% allocation) and Real Assets (16.7% allocation) capital pools, partially offset by softness in Reversionary holdings (16.5% allocation). Portfolio cash ended the quarter at 7.8%, with management maintaining high liquidity and broad sector diversification across communication services, technology, industrials, healthcare, and financials. The investment team continues to navigate an environment shaped by persistent inflation and geopolitical instability, particularly the ongoing Iran conflict which supported energy commodity prices. Rather than making top-down macro forecasts, portfolio construction relies on three distinct capital pools—Compounding, Reversionary, and Real Assets—to generate differentiated equity returns across varying market cycles while strictly avoiding excessive leverage that could undermine underlying asset quality. Key individual performers included Mexican-inspired QSR operator Guzman y Gomez following strong earnings and an exit from the US market, CME Group as perpetual futures competition fears abated, and pharmaceutical packaging leader Stevanato as biologics demand ramped. Conversely, Shenandoah Telecommunications detracted amid market concerns over satellite broadband competition, which the manager believes are overblown given fiber's enduring speed, pricing, and reliability advantages.
Differentiated long-term equity returns are generated by allocating capital across distinct Compounding, Reversionary, and Real Asset pools while avoiding leverage and targeting businesses with durable competitive advantages and sustainable free cash flow growth.
The team expects quality core franchises to re-rate as corporate execution continues, while Real Assets and cash flow harvesting from completed capital investment programs drive portfolio cash generation.
Moderate Conviction Bullish
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