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AnalysesQuarterly Letters✦Warren AI
AnalysesQuarterly Letters✦Warren AI
Cooper Investors

Cooper Investors Global Equities Fund

Global

Mar 2025 → Sep 2025

Our archive holds 2 letters from this strategy, behind 2 investment theses and positions in 2 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in a year — follow all of Cooper Investors for every strategy.

Its investment theses

  • CME GroupSep 2025CME Group is the largest global derivatives exchange operator with high operating margins, strong network effects, and stable royalty-like revenues.
  • Universal Music GroupMar 2025Universal 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.

Every letter

2025

  • September 2025
  • March 2025

Other Cooper Investors strategies

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