Cooper Investors
Cooper Investors Brunswick Fund
Dec 2024 → Dec 2024
Our archive holds 1 letter from this strategy and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
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What it bought and sold
During the quarter, we increased our investment in Ryman Healthcare (RYM) reecting increased conviction in its reversionary VoF attributes.
Finally, several of the Fund’s resource sector exposures performed poorly in the quarter, including recent addition to the portfolio Deterra Royalties (DRR).