Why Cooper Investors sold Ametek (AME) and Amphenol (APH) Stocks?

Cooper Investors, an independently-owned investment firm, recently published its first-quarter Global Equities Fund (Hedged) commentary – a copy of which can be downloaded here. During the first quarter of 2020, the Cooper Investors Global Equities Fund (Hedged) returned -18.98%, while the benchmark MSCI ACWI was down 19.97%.

In the said letter, Cooper Investors spoke about Ametek Inc (NYSE:AME) and Amphenol Corp (NYSE:APH) stocks. Ametek is a global manufacturer of electronic instruments...