Should You Consider Selling Your RELX PLC Position Before it’s Too Late?

Cooper Investors, an investment management firm, published its “Cooper Investors Global Equities Fund (Hedged)” second quarter 2021 investor letter – a copy of which can be downloaded here. For the 3 months and 12 months to June 30th, the Fund returned 7.97% and 32.87% respectively, while its benchmark, by comparison returned 7.05% and 35.32% over the same period. You can take a look at the fund’s top 5 holdings to have an idea about their top bets for 2021.

In the Q2 2021 investor...