Cooke & Bieler
Cooke & Bieler All Cap Value Equity
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Cooke & Bieler for every strategy.
Its investment theses
- Automatic Data ProcessingJun 2026Automatic Data Processing is a dominant HR software compounder with scale, embeddedness, and durable free cash flow.
- ESAB Corp.Jun 2026ESAB Corp. is a focused industrial compounder with international leadership, North American share gains, and margin-driven compounding potential.