Cooper Investors
Our archive holds 6 letters from Cooper Investors, behind 12 investment theses. Every quote below is copied verbatim from the letter it came from.
Cooper Investors’s own letters pageTheses · 12
- September 2025
CME Group is the largest global derivatives exchange operator with high operating margins, strong network effects, and stable royalty-like revenues.
Read the full thesis - September 2025
D’Ieteren features high-growth automotive glass business Belron and other assets trading at a deep discount to NAV with value-accretive focus.
Read the full thesis - September 2025
Ensign Group is a decentralised operator of skilled nursing facilities with strong organic and acquisition-driven compounding, delivering durable returns.
Read the full thesis - September 2025
Ferrovial owns long-life toll roads and managed lanes in the US with volume and pricing growth, and disciplined management driving value.
Read the full thesis - September 2025
Motorola Solutions leverages its US land-mobile radio monopoly and predictable cash flows to expand into higher margin public safety cloud and defense applications.
Read the full thesis - September 2025
Power Corporation holds leading wealth management platforms poised for double-digit earnings growth and organic expansion through retirement services.
Read the full thesis - September 2025
Royalty Pharma generates consistent biotech and pharma IP royalties with expected pipeline growth and broader investor appeal after converting to a C-Corp.
Read the full thesis - September 2025
Texas Roadhouse, Inc maintains customer satisfaction and steady unit growth while compounding intrinsic value through expansion without passing on higher beef prices.
Read the full thesis - September 2025
Yellow Cake Plc benefits from a tightening uranium market and rising nuclear sentiment while trading at a discount to its NAV.
Read the full thesis - March 2025
Universal Music Group (UMG) is a promising investment due to its strong market positioning, potential for improved monetisation strategies, and the intrinsic value of its music assets.
Read the full thesis - December 2024
BlueScope Steel is a strategically positioned steel manufacturer poised to benefit from a rebound in residential construction and favorable tariffs, following its shift to branded products and attractive asset-backed valuations.
Read the full thesis - December 2024
CSL Ltd is a company with a strong growth outlook despite recent setbacks in its clinical pipeline, driven by robust product offerings and a shift in management focus toward capital returns.
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Letter archive · 6
2025
Funds · 5
- Cooper Investors Global Equities Fund2
- Cooper Investors Brunswick Fund1
- Cooper Investors Endowment Fund1
- Cooper Investors Family & Founder Fund1
- Cooper Investors Global Endowment1
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