Cooper Investors Global Equities Fund’s Q1 2026 Investor Letter

Cooper Investors, an investment management firm, released its first-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. The portfolio returned -9.2% in the quarter, bringing the financial year-to-date return to -12.2%. Currency movements negatively impacted returns by about 6%. The risk of AI disruption and the Iran War dominated the market in the quarter. The Fund uses the Capital Pool framework to categorize opportunities. The Real Assets portfolio was...