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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Cooper Investors Global Equities Fund (Unhedged) | 5.2% | - | BME LN, CDW, G24 GR, TKO | cash flow, inflation protection, Pricing Power, real assets, royalties | The letter emphasizes real assets and asset-light franchises with durable economics and low correlation to financial markets. Royalty businesses and unique content platforms are highlighted as sources of long-term value and inflation protection. Assets with pricing power and longevity are favored over highly financialized structures. | CDW BME LN TKO G24 GR |
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| 2025 Q1 | Mar 31, 2025 | EQUAM Global Value Fund | -1.2% | -1.2% | ACAD SS, BFSA GR, BME LN, CIE SM, STM GR | European Small Caps, Free cash flow yield, Intrinsic Value, Mean reversion, valuation dispersion | The report highlights extreme valuation dispersion between expensive U.S. mega-cap equities and deeply discounted European small and mid caps, with portfolio upside potential reaching approximately 147%, a historic high. Management argues that tariff-driven volatility and macro uncertainty have created panic-driven mispricings, enabling investments in high free cash flow businesses such as B&M, CIE Automotive and Stabilus at double-digit cash yields and low leverage ratios. With liquidity near zero and 45 holdings diversified across Europe, the fund is positioned for significant mean reversion as intrinsic value converges with market price. | ACAD SS BFSA GR STM GR CIE SM BME LN |
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| 2022 Q3 | Oct 25, 2022 | FMI International Equity | -7.4% | 2.7% | AKZA NA, BME LN, HWDN LN, SW FP | - | View | ||
| 2025 Q3 | Oct 14, 2025 | Cooper Investors Global Equities Fund (Unhedged) | 0.0% | - | BME LN, CME, G24 GR, GEHC, TKO | Derivatives, infrastructure, Quality, risk management, software | Cooper Investors highlights steady returns despite diverging from tech-heavy benchmarks. The portfolio emphasizes high-quality niche businesses like Bentley Systems that support global infrastructure projects and CME Group as a long-term royalty on financial risk management. Management focuses on disciplined capital allocation and avoiding speculative tech exposure. | TKO G24 CME |
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| 2025 Q1 | Mar 31, 2025 | Cooper Investors Global Equities Fund (Unhedged) | 0.9% | 0.9% | BME LN, RYAN, TSM, UMGP | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 26, 2026 | Fund Letters | Alejandro Muñoz | B&M European Value Retail S.A. | Consumer Discretionary | General Merchandise Stores | Bull | New York Stock Exchange | Consumer Recovery, discount retail, Free Cash Flow, leverage, Roce, store expansion, valuation | View Pitch |
| Dec 5, 2025 | Fund Letters | Peter Cooper | B&M European Value Retail S.A. | Financials | General Merchandise Stores | Bear | NYSE | Execution, Margins, retail, Risk, Value | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||