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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
Buyside Digest is not affiliated with, and does not endorse, Cooper Investors Global Equities Fund (Unhedged). This analysis is provided for institutional research purposes only and is not investment advice.
"The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncratic compounders with strong pricing power and distinct growth runways."
For Q4 2025, the Cooper Investors Global Equities Fund (Unhedged) returned -3.32%, and 2.61% for the calendar year 2025, impacted by a 5% currency headwind. Over a three-year period, the Fund annualized 14.24% compared to the index's 21.31%, which has been highly distorted by top-10 concentration. The manager cautions that broad indices are currently overvalued, trading at 20-year high FCF multiples. Active changes were prominent this year, with over half the portfolio refreshed. Core contributors like TKO and TSMC demonstrated excellent secular execution. The manager opportunistically increased stakes in Ryan Specialty and Japanese SaaS company freee K.K. on weakness, while outlining a robust growth opportunity in newly acquired MotoGP under Liberty Formula One.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Growth Outlook
Market outlook remains moderate conviction: The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Risk Appetite
Risk appetite posture is above average conviction: The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Forward Guidance
Forward guidance signal: The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Language Signal
Tone analysis indicates high conviction language: The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Perceived Risk
Perceived risk level is evaluated as above average conviction. The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Opportunity Density
Opportunity density index indicates above average conviction actionable entry points. The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
Time Horizon
Investment time horizon reflects a high conviction orientation. The Fund logged a modest 2.61% return in 2025 amidst massive index concentration and currency headwinds. It has actively refreshed over half its portfolio, focusing on idiosyncrati...
