Cooper Investors
Cooper Investors Global Endowment
Global Large-cap
Sep 2025 → Sep 2025
Our archive holds 1 letter from this strategy, behind 5 investment theses and positions in 19 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.
What it bought and sold
Franco Nevada (+115bps) which is benetting from the ongoing rally in gold (+46% YTD to US$3,840/oz).
Motorola Solutions (MSI) is a newer position in a business we have admired for many years.
Also held
Its investment theses
- Ensign GroupSep 2025Ensign Group is a decentralised operator of skilled nursing facilities with strong organic and acquisition-driven compounding, delivering durable returns.
- Motorola SolutionsSep 2025Motorola Solutions leverages its US land-mobile radio monopoly and predictable cash flows to expand into higher margin public safety cloud and defense applications.
- Royalty PharmaSep 2025Royalty Pharma generates consistent biotech and pharma IP royalties with expected pipeline growth and broader investor appeal after converting to a C-Corp.
- Texas Roadhouse, IncSep 2025Texas Roadhouse, Inc maintains customer satisfaction and steady unit growth while compounding intrinsic value through expansion without passing on higher beef prices.
- Yellow Cake PlcSep 2025Yellow Cake Plc benefits from a tightening uranium market and rising nuclear sentiment while trading at a discount to its NAV.