Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”. The letter can be downloaded here. The Fund returned 6.6% for the quarter, bringing its financial-year return to -6.4%. On a local currency basis, performance was approximately flat for the year, as the strengthening Australian Dollar created a roughly 6% currency headwind. Compounding businesses led quarterly returns after being the...
Formula One Group (FWONK): An Exceptional Non-AI Value Play
