Cooper Investors

The latest edition of The Money Puzzle with James Kirby highlighted several founder-linked portfolio investments, in conversation with John Stensholt.   One investment highlighted was Guzman y Gomez Mexican Kitchen, an investment held by the CI Brunswick Fund and the CI Endeavour Fund.    We have long held the view that well-run family and founder-led businesses outperform their peers over the long term. In 2019 we launched the CI Family & Founder Fund which invests in companies with significant holdings from their founders and families. Justin O'Brien, Geoffrey Di Felice, Marcus Guzzardi, Allan Goldstein The Australian Listen here: https://lnkd.in/etHjb7WX   

Endeavour Insights: Ryan Speciality Case Study The CI Endeavour Fund is a concentrated portfolio of global small companies, one of which is Ryan Speciality Group. This case study shares highlights and insights from a memorable meeting with the Ryan Specialty Founder, Pat Ryan, and President Tim Turner. In an underfollowed universe, quality relationships are critical. Endeavour Fund portfolio managers Geoffrey Di Felice and Marcus Guzzardi invest significant time in researching companies and building relationships with executive teams around the world, which allows for deep understanding, partnership, and alignment of values between the CI investment team and the company executive: “We have developed a simple saying: 'We don’t write corporate biographies’. By this we mean, we’re not looking to write about past victories, we want to participate in future success. We look for leaders with a track record of success, AND with their best years ahead of them.” For further information about the Endeavour Fund: https://lnkd.in/gQnHhMzk Case study link https://lnkd.in/gs6dXrV3

Brunswick Fund Portfolio Manager Justin O'Brien was recently featured in The Australian Financial Review: Let business play a role in fixing Australia’s affordable housing crisis.   “Despite all the rhetoric, governments can’t and won’t be the panacea for our housing affordability crisis. Like all complex problems, we need multi-faceted solutions, and the corporate sector has an important role to play.”   Read the full piece here: https://lnkd.in/gSt5CaRf For more information about the Brunswick Fund, visit: https://lnkd.in/gyEkUTHj

Cooper Investors is pleased to announce a partnership with Automic Group for the delivery of unit registry services. The new partnership will enhance our investors’ experience with access to a new Investor Portal and functionality for managing investments. “We continue to invest in systems and technology at Cooper Investors as part of our commitment to deliver exceptional client services. The partnership with Automic Group is another stride forward in achieving this goal”, said Rhys Cahill, Managing Director at Cooper Investors. Find out more about the new partnership on the Cooper Investors website.

Global Equities Fund Portfolio Manager Chris Dixon and Research Analyst Thomas Hickmott discuss one of the companies in the Global Equities Fund portfolio: discount retailer B&M, and provide observations during a strong period for global equities. In the video, Chris and Tom share insights on how this simple, yet hard-to-replicate business model showcases how the Global Equities Fund allocates capital. The process focuses on identifying companies and industries with a specific value proposition that are either performing well or in an early phase of turnaround (observation of operating, industry and strategic trends) with focused management (value-based leadership). For more information on the Cooper Investors Global Equities Fund, visit: https://lnkd.in/g8FKyZ5z

Cooper Investor’s Endeavour and Brunswick Funds were profiled in The Australian Financial Review, having secured an investment position in the fast-growing Guzman y Gomez Mexican Kitchen (GYG). Endeavour Portfolio Managers Geoffrey Di Felice and Marcus Guzzardi, and Brunswick Fund Manager Justin O'Brien, explain how the long-term outlook, the broader trends in the quick service restaurant market, and the underlying culture and leadership team of GYG have aligned to the fund’s mandate. Read more here: https://lnkd.in/gSt5CaRf The Brunswick Fund is currently closed for new investment. The Endeavour Fund is open for applications - find out more here: https://lnkd.in/gQnHhMzk

Cooper Investor’s Endeavour and Brunswick Funds were profiled in The Australian Financial Review, having secured an investment position in the fast-growing Guzman y Gomez Mexican Kitchen (GYG). Endeavour Portfolio Managers Geoffrey Di Felice and Marcus Guzzardi, and Brunswick Fund Manager Justin O'Brien, explain how the long-term outlook, the broader trends in the quick service restaurant market, and the underlying culture and leadership team of GYG have aligned to the fund’s mandate. Read more here: https://lnkd.in/gSt5CaRf The Brunswick Fund is currently closed for new investment. The Endeavour Fund is open for applications - find out more here: https://lnkd.in/gQnHhMzk

As we look forward to 2024, we’re enthusiastic about the embedded value latency in the Global Equities Portfolio. Join us for insights from our Global Equities Portfolio Manager, Chris Dixon, as we reflect on the previous quarter and explore market sectors we are excited about. #globalequities #fundmanager #investment #portfoliomanagement

As 2023 draws to a close, and we take a moment to reflect on the year that was, we here at Cooper Investors would like to wish you all a safe and happy break, and Merry Christmas. #australianbusiness #cooperinvestors #happyholidays #founders #equities #investing #fundmanager https://lnkd.in/g3SrrT_t

Congrats Damon Kitney ! A terrific insightful conversation on the complexities of families and the criticality of effective communication. Looking forward to reading #FortuneTellers and continuing to listen into #TheMoneyPuzzle