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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.
Latest 13F Filing Activity
Cooper Investors PTY LTD filed their most recent 13F report on Sep 30, 2025 disclosing 40 equity positions with a total 13F market value of $366M. The fund increased holdings in News Corporation Class A, Stevanato Group Spa, Uber Technologies, Inc. among other positions. Cooper Investors PTY LTD reduced exposure to Visa Inc. Class A, Microsoft Corporation, Union Pacific Corporation among others.
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 |
| 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 |
Industry Allocation
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