Firm ■ News & Research
Cooke & Bieler Expands Partnership with the Addition of Steve Lyons
Bill Weber Joins Cooke & Bieler’s Investment Team
Edward W. O’Connor Joins Cooke & Bieler’s Management Committee
Three Members of the Investment Team Increase Ownership Interest and Four Principals Become Partners
Seasonal Affective Disorder: Revisiting the Banking Industry
This piece outlines Cooke & Bieler's framework for analyzing banks and separating opportunity from value traps. It also includes a brief discussion of our largest bank holdings and the quality characteristics that differentiate these holdings from the pack. More...
This piece examines the market’s superficial perspective on real estate exposure and how we think it reflects a tenuous familiarity with long-term fundamentals. More...
Don’t Call it a Cult – It’s the Church of Math
In this installment of Research Insights, we take on the cynics who have lately doubted what we see as the relative, persistent and inescapable merits of equity investing. More...
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