HF Best Ideas
AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Cooper Investors

Cooper Investors Family & Founder Fund

Sep 2025 → Sep 2025

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 Cooper Investors for every strategy.

Its investment theses

  • D’IeterenSep 2025D’Ieteren features high-growth automotive glass business Belron and other assets trading at a deep discount to NAV with value-accretive focus.
  • FerrovialSep 2025Ferrovial owns long-life toll roads and managed lanes in the US with volume and pricing growth, and disciplined management driving value.
  • Power Corporation of CanadaSep 2025Power Corporation holds leading wealth management platforms poised for double-digit earnings growth and organic expansion through retirement services.

Every letter

2025

  • September 2025

Other Cooper Investors strategies

  • Cooper Investors Global Equities Fund2
  • Cooper Investors Australian Equities Fund1
  • Cooper Investors Brunswick Fund1
  • Cooper Investors Endowment Fund1
  • Cooper Investors Global Endowment1
  • Cooper Investors Global Equities Fund (Hedged)1
  • Cooper Investors Global Equities Fund (Unhedged)1
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