Cooper Investor’s Q4 2020 Investor Letter
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Published on January 28, 2021 at 11:09 am by Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent.
Cooper Investors, Hopeful for A Paycom (PAYC) Uptrend
Cooper Investors, an employee-owned investment company that manages 7 pooled investment trusts, published its Cooper Investors Global Equities Fund (Hedged) third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A positive return of 9.18% was recorded by the fund for the 3rd Quarter of 2020, ahead of its MSCI All Countries World benchmark that returned 6.94%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors in their Q3 2020 Investor Letter said that they were able to distinguish a value in Paycom Software, Inc. (NYSE: PAYC) and initiated a position in the company. Paycom Software, Inc. is an online payroll and human resource technology provider that currently has a $23.285 billion market cap. For the past 3 months, PAYC delivered a 6.01% return and settled at $405.04 per share at the closing of January 15th.
Cooper Investors Exits HDFC Bank (HDB) Position
Cooper Investors, an employee-owned investment company that manages 7 pooled investment trusts, published its Cooper Investors Global Equities Fund (Hedged) third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A positive return of 9.18% was recorded by the fund for the 3rd Quarter of 2020, ahead of its MSCI All Countries World benchmark that returned 6.94%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors in their Q3 2020 Investor Letter said that they were able to distinguish a value in HDFC Bank Limited (HDB) but initiated a sell in their position. HDFC Bank Limited is an Indian banking and financial services company that currently has a $110.521 billion market cap. For the past 3 months, HDB delivered a 33.71% return and settled at $74.88 per share at the closing of January 15th.
Cooper Investors Sees Long-Term Growth in Bentley Systems (BSY)
Cooper Investors, an employee-owned investment company that manages 7 pooled investment trusts, published its Cooper Investors Global Equities Fund (Hedged) third-quarter 2020 Investor Letter – a copy of which can be downloaded here. A positive return of 9.18% was recorded by the fund for the 3rd Quarter of 2020, ahead of its MSCI All Countries World benchmark that returned 6.94%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors in their Q3 2020 Investor Letter said that they were able to distinguish a value in Bentley Systems, Incorporated (NASDAQ: BSY) and initiated a position in the company. Bentley Systems, Incorporated is software development company that currently has a $14 billion market cap. For the past 3 months, BSY delivered a 28.96% return and settled at $51.57 per share at the closing of January 15th.