Cooper Investors PTY LTD
Cooper Investors Pty Ltd is a Melbourne-based specialist equities investment manager founded in 2001. The firm manages funds for a broad spectrum of clients including superannuation trustees, charities, foundations, family offices, and individual investors across Australia. With a history of over 20 years, Cooper Investors stands out for its disciplined approach, values-driven culture, and commitment to long-term value creation. As of 2024, it employs approximately 68-69 staff and oversees around $11 billion in assets under management.
Investment Strategy
Cooper Investors employs a fundamental research-driven approach with a proprietary 'VoF' (Value of Franchise) framework to assess individual companies and industries. Their strategy emphasizes investing in high-quality companies with strong value propositions and sustainable growth prospects. Portfolios are constructed for long-term capital appreciation and broad diversification, utilizing a focused, experienced investment team. The firm prioritizes superior investment results for its diverse investor base by maintaining a disciplined, intentional, and authentic investment process.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NWSA | News Corporation Class A | 15.46% | $56.6M | 1,843,742 | $25.95 | $30.71 | +$11.4M |
R RYAN | Ryan Specialty Holdings, Inc. Class A | 7.78% | $28.5M | 505,374 | $62.45 | $56.36 | +$2.8M |
T TKO | TKO Group Holdings, Inc. Class A | 7.02% | $25.7M | 127,226 | $131.52 | $201.96 | -$483.7K |
F FWONK | Liberty Media Corporation Series C Liberty Formula One | 4.95% | $18.1M | 173,667 | $79.21 | $104.45 | -$3.0M |
B BSY | Bentley Systems, Incorporated Class B | 4.54% | $16.6M | 322,908 | $49.15 | $51.48 | -$3.2M |