Cooke & Bieler, L.p.

Cooke & Bieler, L.P. is an institutional and private asset manager founded in 1949, managing approximately $11.37 billion in assets as of December 31, 2024. The firm specializes in domestic equity value management, offering strategies such as Large Cap Value, Mid Cap Value, All Cap Value, Small Cap Value, SMID Cap Value, Concentrated Value, and Balanced. Clients can have discretionary or non-discretionary accounts, with the firm providing tailored portfolios for high net worth individuals. Cooke & Bieler charges fees based on a tiered structure, with discounts for charitable clients. The firm may accept performance-based fees under certain conditions. Investment discretion varies based on client preferences, with the firm typically having discretion over accounts. Cooke & Bieler follows a traditional, conservative value investment strategy, focusing on long-term investments. The firm discloses its brokerage practices, including soft dollar arrangements and order aggregation policies. Clients receive regular account reviews and detailed quarterly reports. Cooke & Bieler emphasizes client privacy and data security, with strict policies in place to protect personal information.