Cooper Investors’ Post

Great insights from Geoffrey Di Felice and Marcus Guzzardi on the behavioral traits of succesful #Founders We love small companies in specific industries. Talented Leaders understand you need a great team to scale your business - successful small companies become big companies one day ! #EndeavourFund Cooper Investors

Michaela Edwards, Partner at Capricorn Investment Group, came back again this year to talk to our fellows about all-things-impact – from how to integrate impact metrics into investment decisions to measuring and reporting the impact of portfolio companies. The vibrant conversation expanded to encompass a wide array of topics such as the due diligence process, investment strategies, and what to include in the all-important pitch. One piece of invaluable guidance Michaela provided was about communicating ways fund managers can de-risk themselves to asset allocators. She suggested, “If you have a story around what would mitigate risk for us taking you on as a first-time fund manager, weave that into your story. Say that, yes, we’re a first-time fund, but these are the mitigations to the risk that you’re taking because I’ve proven I have this infrastructure around me to help me increase my probability of success.” Thank you, Michaela, for your staunch support of #VCI and our fellows! Your sage advice is so valuable and appreciated! #diversityandinclusion #impactinvesting #esg #fundmanagers #venturecapital #DiversityInVC #ImpactinAction #emergingmanagers #alternateinvestments #vc #pe #dei

Inspired by Matthias Riechert's mentorship and P&R’s work, at age 23, Hai Nguyen set up his own investment trust and now he is the Managing Director of the Oceanside Investment Fund. At P&R, we value mutual relationships and win-win situations, and therefore, are pleased when the insights we share with others, resonate with like-minded individuals like Hai. Here’s what Hai has to say about his experience with Matthias at P&R Investment Management: “I have followed Matthias Riechert's work as the co-founder and portfolio manager of P&R Value Fund for several years. His insightful letters to investors have been invaluable, teaching me a great deal about investment values and philosophies, the search for high-quality companies and most important of all, the power of compounding when it comes to building wealth.” “Inspired by his vision and experiences, I decided to establish my own investment trust. Recently, I had the pleasure of chatting with Matthias, and he proved to be incredibly supportive, generous with his time, and thoughtful in his responses to my questions. His guidance has been instrumental in my journey." At P&R, we are passionate about gaining and sharing deep insights into the businesses we invest in. This is what we aim to convey in our investor letters. To learn more about the investor letter that inspired Hai to start his own trust, follow the link and view the panel on the right - 2018 H1 Letter to Investors: https://lnkd.in/evZYT4zK. #PRinvestment #Testimonial #InvestorLetter #EntrepreneursInvest #InvestingMentor

Over 50% of VC firms featured on the prestigious Midas List are using Tegus. These are the top investors in the world, and Tegus is the only place you’ll ever get an inside look into the types of questions they are asking and the opportunities they care about. These VCs fuel the quality of our transcripts, ensuring that our clients have access to top-tier investment insights directly from the industry's best.  If you’re looking to elevate your investment research with insights from the leading investors, reach out to explore how Tegus can help. #venturecapital #VC #duediligence

“The Paradox of Choice,” Barry Schwartz, remarks, “Learning to choose is hard. Learning to choose well is harder. And learning to choose well in a world of unlimited possibilities is harder still, perhaps too hard.” The building blocks of capital allocators’ private market portfolios are the external managers investing on their behalf. Establishing a robust, alpha-generating portfolio requires careful diligence and underwriting of the GPs implementing their strategies. However, the growth of private markets over the past few decades has led to an enormous number of GPs from which to choose. More than 25,000 GPs have successfully raised at least one private fund since 1990. But are allocators sacrificing performance by shunning the new upstarts? After all, the name brands of today began as emerging managers. Interest alignment with external managers is a powerful tool, and, theoretically, alignment exists most naturally with new firms that need to prove their value to their LPs. Emerging managers tend to be smaller, which can increase the potential upside that a GP can achieve due to the diminishing returns of larger-scale firms. Smaller size also means lower management fees in nominal terms, making performance incentives a bigger driver of smaller GPs’ economics, amplifying interest alignment with LPs. For these reasons and more, many allocators try to mitigate the paradox of choice by carving out dedicated programs for emerging managers. Some examples include LACERS, CalPERS and NYSCRF Pioneer Co Investment Fund LP - Common Retirement Fund. We hope the results of this PitchBook report will spark new thoughts for allocators trying to decide which among the sea of GPs to entrust with capital. PitchBook report attached with Pratibha Vuppuluri, Sunil Rao, Liz Walsh, Deborah Buresh Jackson #emergingmanagers #venture #diversity #PlumAlleyVC #PAVC

What a fun social tonight hosted by Claire Van Wyk-Allan, CAIA and AIMA - The Alternative Investment Management Association. It is amazing to see how hard Claire and her team have worked to bring attention to issues affecting alternative funds in our Canadian capital markets. Bravo! Maryam Idroos Alexandra Israfilova Michael Thom, CFA Wendy Kang Aliyah Rahim Sara Mackasey Katrina Rempel, CFA John Middleton Michael Burns #capitalmarkets #canadiancapitalmarkets #alternatives

Join Timothy D. Calkins, CFA, for the Portfolio Summits - Pennsylvania RIA Summit on April 18th at Le Méridien Hotels & Resorts in #Philadelphia, PA. Timothy will be participating in the 9:30 AM Navigating Evolving Global Markets: Insights and Opportunities panel. Join us for an insightful discussion as we explore global market outlooks and opportunities in today's dynamic environment. Our panelists offer valuable perspectives, practical strategies, and attractive investment opportunities to help advisors optimize client portfolios and navigate evolving market conditions with confidence. #CFP®, #CIMA®, #CPWA®, #CIMC®, and #RMA® Moderator: Mario V. Valente, CFA, Deputy Chief Investment Officer, Stansberry Asset Management Panelists: Michael R. Sanders, Chief Investment Officer, 5C Capital Management. LLC  Michael Rosen, Chief Investment Officer, NorthStar Advisory Group Timothy D. Calkins, CFA, Co-CIO, Director of Fixed Income, Nottingham Advisors Asset Management

Today, I had the opportunity to attend the Franklin Templeton Investment Conference at the Ritz Carlton DIFC. It was an insightful day packed with expert discussions on the latest market trends, innovative investment strategies, and the future of global financial markets. Key highlights: 🌐 Deep dives into emerging market opportunities and the role of sustainable investments. 📊 How Franklin Templeton’s global perspective can enhance portfolio diversification. 🤝 Great conversations with industry leaders, fostering connections that inspire new ways to empower clients. I’m excited to apply these insights to my advisory practice, ensuring my clients stay ahead in this ever-evolving landscape. #FranklinTempleton #InvestmentConference #FinancialAdvisor #WealthManagement #MarketTrends #GlobalInvesting

Attention all chief investment officers and senior investment professionals at institutional asset owners! Have you heard about the cio investment club? Our mission is to be your voice and represent your interests in the industry. We are excited to announce that our website will be launching in February. But that's not all, we are already organizing roundtables and investment breakfasts for our members. Join our community to enjoy all the benefits of being part of the cio investment club. Follow us to find out more and stay updated on our latest events and initiatives. #cioinvestmentclub #InvestmentProfessionals #InstitutionalAssetOwners #NetworkingOpportunities #IndustryVoice

In this brief video, EquityCompass Chief Investment Officer and Senior Portfolio Manager, Robert Hagstrom, CFA, reviews the Global Leaders Portfolio (GLP). The strategy seeks to benefit from the spending power of global consumers by investing in leading global growth companies that provide consistent above-average returns with the opportunity to compound shareholder value by reinvesting at high rates of return over the long-term. Watch the video: https://lnkd.in/equKN5XY Download the Fact Sheet: https://lnkd.in/evwsjMT4