Cooper Investors
Cooper Investors Endowment Fund
Dec 2024 → Dec 2024
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 Cooper Investors for every strategy.
Its investment theses
- BlueScope SteelDec 2024BlueScope 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.
- CSL LtdDec 2024CSL 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.