Should You Consider Investing in Activision Blizzard (ATVI)?
Cooper Investors, an investment management firm, published its “Cooper Investors Global Equities Fund (Hedged)” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +3% was delivered by the fund for the Q1 of 2021, ahead of the benchmark, on a 1 year and less timeframe it is behind. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Cooper Investors Global Equities Fund (Hedged), in their Q1 2021 investor letter, mentioned Activision Blizzard, Inc. (NASDAQ: ATVI) and shared their insights on the company. Activision Blizzard, Inc. is a Santa Monica, California-based video game company that currently has a $72.1 billion market capitalization. Since the beginning of the year, ATVI delivered a 0.18% return, extending its 12-month gains to 39.56%. As of April 23, 2021, the stock closed at $93.02 per share.
Cooper Investors Global Equities Fund (Hedged)’s Q1 2021 Investor Letter
Cooper Investors, an investment management firm, published its “Cooper Investors Global Equities Fund (Hedged)” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +3% was delivered by the fund for the Q1 of 2021, ahead of the benchmark, on a 1 year and less timeframe it is behind. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Published on April 23, 2021 at 12:26 pm by Inan Dogan, PhD
Warren Buffett never mentions this but he is one of the first hedge fund managers who unlocked the secrets of successful stock market investing. He launched his hedge fund in 1956 with $105,100 in seed capital. Back then they weren’t called hedge funds, they were called “partnerships”. Warren Buffett took 25% of all returns in excess of 6 percent.
Cooper Investors: “APi Group (APG) is Well Run and Improving on 15x Earnings”
Cooper Investors, an investment management firm, published its “Cooper Investors Global Equities Fund (Hedged)” first quarter 2021 investor letter – a copy of which can be downloaded here. A return of +3% was delivered by the fund for the Q1 of 2021, ahead of the benchmark, on a 1 year and less timeframe it is behind. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Cooper Investors Global Equities Fund (Hedged), in their Q1 2021 investor letter, mentioned APi Group Corporation (NYSE: APG) and shared their insights on the company. APi Group Corporation is a New Brighton, Minnesota-based safety, specialty, and industrial services provider that currently has a $4.3 billion market capitalization. Since the beginning of the year, APG delivered a 20.00% return, extending its 12-month gains to 148.91%. As of April 22, 2021, the stock closed at $21.68 per share.
Time to Let Go of Long Positions in Comcast Corp (CMCSA)?
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they sold their position in Comcast Corporation (NASDAQ: CMCSA) because of the uncertainties they saw in the company. Comcast Corporation is a telecommunications conglomerate that currently has a $237.5 billion market cap. For the past 3 months, CMCSA delivered a decent 21.20% return and settled at $48.42 per share at the closing of January 27th.
Should Profits in Paycom (PAYC) be Secured Now?
Cooper Investors, an investment management firm, published its ‘Cooper Investors Global Equities Fund (Hedged)’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 9.96% was recorded by the fund for the Q4 of 2020, below its MSCI ACWI benchmark that returned 12.24%. You can view the fund’s top 10 holdings to have a peek at their top bets for 2021.
Cooper Investors, in their Q4 2020 Investor Letter said that they took profits and sold their position in Paycom Software, Inc. (NYSE: PAYC) because they think that the price appreciation of the company is only for the short term and that its best to secure profits as of now. Paycom Software, Inc. is an online payroll and human resource technology provider that currently has a $22.6 billion market cap. For the past 3 months, PAYC delivered a 5.51% return and settled at $376.46 per share at the closing of January 27th.