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Soumya Eswaran
Tue, May 19, 2026 astatine 8:28 AM CDT 3 min read
Cooper Investors, an concern absorption firm, released its first-quarter 2026 capitalist missive for “Cooper Investors Global Equities Fund (Unhedged)”. A transcript of the missive is disposable to download here. The portfolio returned -9.2% successful the quarter, bringing the year-to-date instrumentality to -12.2%. Currency movements negatively impacted returns by astir 6%. The hazard of AI disruption and the Iran War dominated the marketplace successful the quarter. The Fund uses the Capital Pool model to categorize opportunities. The Real Assets portfolio was the lone affirmative contributor for some the 4th and the year. The Compounding Capital Pool had mediocre returns, and Reversionary investments were a humble headwind. Review the Fund’s apical 5 holdings for cardinal 2026 insights.
In its first-quarter 2026 capitalist letter, Cooper Investors Global Equities Fund highlighted stocks similar CME Group Inc. (NASDAQ:CME). CME Group Inc. (NASDAQ:CME) is simply a starring fiscal derivative marketplace relation specializing successful futures and options products. On May 18, 2026, CME Group Inc. (NASDAQ:CME) closed astatine $305.12 per share. One-month instrumentality of CME Group Inc. (NASDAQ:CME) was 7.29%, and its shares gained 9.81% implicit the past 52 weeks. CME Group Inc. (NASDAQ:CME) has a marketplace capitalization of $110.56 billion.
Cooper Investors Global Equities Fund stated the pursuing regarding CME Group Inc. (NASDAQ:CME) successful its Q1 2026 capitalist letter:
"This is an extract from the September 30, 2025, Quarterly Report. “The request for hazard absorption has ne'er been much important – successful each marketplace and each country of the world. Geopolitical and economical risks proceed to accelerate” – Terrence Du y, CEO of CME Group Inc. (NASDAQ:CME).
CME is the largest planetary derivatives speech operator. The Fund has been invested successful CME since aboriginal 2024, having besides owned the concern from 2016 to 2021. Given its royalty similar features, CME sits successful the Real Assets and Income superior excavation of the portfolio.
CME has been led by CEO Terry Du y since 2016. Terry’s relation with CME spans aggregate decades. While bartending done assemblage successful the aboriginal 1980s helium often served traders; impressed by his speedy mind, 1 of these traders encouraged Terry to articulation him connected the oor of the exchange. Terry’s household was of humble means and needed to owe their location to rise the $50,000 required to bargain a CME membership. This was a hazard they astir came to regret erstwhile successful the archetypal months of his trading vocation Terry misheard an bid resulting successful a ample nancial loss. Fortunately, his mentor stepped successful to supply a warrant and Terry committed to 3 years of moving aggregate jobs to wage o his losses. This lesson, astir approaching hazard and what to bash erstwhile things don’t spell arsenic expected, has stuck with him ever since…” (Click present to work the afloat text)
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