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Cooke & Bieler

Cooke & Bieler Mid 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

  • Armstrong World IndustriesJun 2026Armstrong World Industries offers a pure-play niche with strong market share, pricing power, and attractive valuation.
  • Tetra TechJun 2026Tetra Tech is a water- and sustainability-focused services firm with asset-light economics and long-term compounding potential.

Every letter

2026

  • June 2026

Other Cooke & Bieler strategies

  • Cooke & Bieler All Cap Value Equity1
  • Cooke & Bieler Concentrated Large Cap Value Equity1
  • Cooke & Bieler Concentrated Value Equity Strategy1
  • Cooke & Bieler Large Cap Value Equity Strategy1
  • Cooke & Bieler Small Cap Value Equity1
  • Cooke & Bieler SMID Cap Value Equity1
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