Here’s Why Cooper Investors Sold Haleon plc (HLN)

Cooper Investors, an investment management firm, released its “Cooper Investors Global Equities Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned +8.31% in the fourth quarter, compared to an 8.75% return for the benchmark MSCI ACWI. For CY2023, the portfolio produced an absolute return of +19%, which was a solid performance in a year marked by extreme volatility and pessimistic economic forecasts from numerous analysts. In addition,...