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Cooke & Bieler

Jun 2026 · 7 funds

Our archive holds 7 letters from Cooke & Bieler, behind 11 investment theses. Every quote below is copied verbatim from the letter it came from.

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7
Letters
0
Companies
0
Moves
11
Theses

7 strategies

Cooke & Bieler publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Theses · 11

  • Arthur J. Gallagher
    June 2026

    Arthur J. Gallagher is a large insurance broker and risk manager with a durable model, disciplined execution, and attractive long-term compounding potential.

    Read the full thesis
  • CBRE Group
    June 2026

    CBRE Group is the largest commercial real estate services provider, supported by scale, market leadership, resilient revenue mix, and strong compounding potential.

    Read the full thesis
  • Automatic Data Processing
    June 2026

    Automatic Data Processing is a dominant HR software compounder with scale, embeddedness, and durable free cash flow.

    Read the full thesis
  • ESAB Corp.
    June 2026

    ESAB Corp. is a focused industrial compounder with international leadership, North American share gains, and margin-driven compounding potential.

    Read the full thesis
  • Aramark
    June 2026

    Aramark is a global food services and facilities manager gaining share, retaining clients well, and expanding into AI data center services.

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  • Armstrong World Industries
    June 2026

    Armstrong World Industries offers a pure-play niche with strong market share, pricing power, and attractive valuation.

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  • Tetra Tech
    June 2026

    Tetra Tech is a water- and sustainability-focused services firm with asset-light economics and long-term compounding potential.

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  • Interparfums
    June 2026

    Interparfums is an asset-light fragrance company with premium brands, long-term industry tailwinds, and a new product cycle that should reaccelerate growth.

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  • Timken
    June 2026

    Timken is an engineered bearings and industrial motion company whose thesis is supported by accelerating organic growth and a management roadmap for further expansion.

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  • MarketAxess
    June 2026

    MarketAxess is an electronic fixed income marketplace where the thesis is that new technologies should enhance rather than displace its existing liquidity and trading network.

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  • EPAM Systems
    June 2026

    EPAM Systems is a digital engineering and software services company whose AI-native operating model, growth potential, and margin expansion support compounding value.

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Letter archive · 7

2026

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