Cooke & Bieler
Cooke & Bieler Concentrated Large 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
- Arthur J. GallagherJun 2026Arthur J. Gallagher is a large insurance broker and risk manager with a durable model, disciplined execution, and attractive long-term compounding potential.
- CBRE GroupJun 2026CBRE Group is the largest commercial real estate services provider, supported by scale, market leadership, resilient revenue mix, and strong compounding potential.