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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 17, 2025 | Harding Loevner Global Small Companies | 10.6% | 7.2% | 3697 JP, CYBR, ENS, G24 GR, GLOB, MAXF IN | AI Adoption, Competitive Advantage, innovation, productivity, small caps | The letter emphasizes AI as a potential equalizer for small companies, enabling productivity gains, new services, and competitive leapfrogging. Management focuses on firms with strong leadership, balance sheets, and reinvestment discipline that can harness AI effectively. Small-cap innovation is positioned as underappreciated. | CYBR GLOB |
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| 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 | Harding Loevner Global Small Companies | -3.1% | -3.1% | 6923 JP, 7747 JP, FPE GR, G24 GR, NEM GR | - | 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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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Dec 5, 2025 | Fund Letters | Peter Cooper | Scout24 SE | Communication Services | Interactive Media & Services | Bull | growth, Margins, marketplace, Property, restructuring | 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. | ||||||||