Firm ■ News & Research
News
Cooke & Bieler Expands Partnership with the Addition of Steve Lyons
November, 2012
Bill Weber Joins Cooke & Bieler’s Investment Team
August, 2010
Edward W. O’Connor Joins Cooke & Bieler’s Management Committee
April, 2010
Three Members of the Investment Team Increase Ownership Interest and Four Principals Become Partners
August, 2009
Research
Seasonal Affective Disorder: Revisiting the Banking Industry
June, 2012
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...
Strictly Platonic
March, 2011
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
January, 2011
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...
For information, please contact Sam Ballam at 215.567.1101 or sballam@cooke-bieler.com
