Cooke & Bieler
Cooke & Bieler Small Cap Value Equity
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 3 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
- TimkenJun 2026Timken is an engineered bearings and industrial motion company whose thesis is supported by accelerating organic growth and a management roadmap for further expansion.
- MarketAxessJun 2026MarketAxess is an electronic fixed income marketplace where the thesis is that new technologies should enhance rather than displace its existing liquidity and trading network.
- EPAM SystemsJun 2026EPAM Systems is a digital engineering and software services company whose AI-native operating model, growth potential, and margin expansion support compounding value.