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Observation not Prediction.

Cooper Investors Pty Ltd (‘CI’) is a specialist equities fund manager with a track record of more than 20 years.
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About

People, Process & Products

CI is founded on five key values, Gratitude and Humility, Intentionality, Curiosity and Passion, In the Moment and Present and Authenticity.

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100 %
Employee Owned
25
Investment Professionals
20 +
Year Track Record

What we do

Focused Investment Management

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01/ Empowering Australia's Diverse Investors

At CI, we cater to over 4 million Australians, representing diverse backgrounds and occupations. From trustees and beneficiaries of superannuation funds to organisations such as churches, charities, foundations, and family offices, we serve a broad spectrum of investors.

02/ Investing with Purpose, 
Serving with Integrity

At CI, our core purpose is clear: to invest wisely on behalf of all Australians we serve. With a focus on long-term value creation and sustainable growth, we prioritise the interests of our investors above all else.

03/ Proven Track Record

With more than 20 years of track record, CI stands as a testament to its unparalleled expertise in financial management. Our track record speaks volumes, reflecting our commitment to delivering exceptional results for our investors.

Our Funds

Explore Our Investment Portfolio

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Australian Equities Fund

The objective of the Fund is to generate long term returns above the Benchmark by investing in a range of Australian and New Zealand listed securities. It is a long only portfolio of 20-45 stocks. The Fund may own up to 10% of the portfolio in New Zealand listed securities (not listed in Australia).

Global Equities Fund (Hedged)

The objective of the fund is to outperform the benchmark over the long term. The Fund will be constructed with limited reference to the benchmark, and therefore the fund's returns may vary significantly from the Benchmark's return.

Global Equities Fund (Unhedged)

The objective of the fund is to outperform the benchmark over the long term. The Fund will be constructed with limited reference to the benchmark, and therefore the fund's returns may vary significantly from the Benchmark's return.

Endowment Fund

The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund is an equities portfolio designed for investors in the pension phase and may also be suitable for charities.

Global Endowment Fund

The objective of the Fund is to generate long term returns by investing in a range of internationally listed securities. The Fund will invest in high quality companies with attractive long term propositions and through portfolio construction the Fund aims to have lower volatility than the global equities market and to out-perform the market during periods of market weakness. It is a diversified, long only portfolio of 25-50 stocks.

Brunswick Fund

The Fund invests in listed securities with a minimum exposure of 75% to Australian and NZ securities (including cash) and a maximum exposure of 25% to other international markets. The portfolio will typically consist of 20-40 stocks. The fund can hold up to 25% of the portfolio in cash.

Family & Founder Fund

The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund will invest in a portfolio of stocks that meet CI's guidelines of founder led, family linked or employee owned companies.

Endeavour Fund

The Fund will invest predominantly in listed securities of businesses with less than US$2 billion in annual revenues. Investing in a concentrated portfolio of smaller businesses, which may be less liquid, and may result in higher (short term) volatility.
News & Insights

Keep up to date with Cooper Investors

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2024 Sohn Hearts & Minds Conference
Videos
Philanthropy
2024 Sohn Hearts & Minds Conference
06/12/24
Investment Overview – Frontier Communications
Insights
Endeavour Fund
Investment Overview – Frontier Communications
20/11/24
Brunswick Fund Insights: The Soul Patts Story
Videos
Brunswick Fund
Brunswick Fund Insights: The Soul Patts Story
06/11/24
Cooper Investors Global Equities Update
Videos
Global Equities Fund
Cooper Investors Global Equities Update
01/11/24
Onward: How Starbucks Fought for Its Life Without Losing Its Soul
Books
Endeavour Fund Global Equities Fund
Onward: How Starbucks Fought for Its Life Without Losing Its Soul
12/09/24
Cooper Investors Brunswick Fund Review – July 2024
Videos
Brunswick Fund
Cooper Investors Brunswick Fund Review – July 2024
28/08/24
Testimonials

What companies are saying about us...

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Cooper Investors have been long term investors in Lifestyle Communities and have been instrumental in our success over that time. They are a very deep investor and took the time to really understand our business, our product, and our customers as well as the macro trends around our sector. As a result, all our interactions with them have been highly informed and beneficial as they have shared their advice and counsel on how to build a long term and sustainable business. Rockstars in my book!"
James Kelly
Managing Director
Lifestyle Communities
In my interactions with institutional investors over the years, CI’s investment team stands out as intelligent, considered and knowledgeable. I have great respect for the investment culture at CI as well as the valuable insights that they provide. They are deep thinkers who understand the drivers of successful investing."
Todd Barlow
Chief Executive Officer
Washington H. Soul Pattinsonc
In our regular communications with Cooper Investors over their long tenure as shareholders, they have continually demonstrated insight and understanding, not only of the wider transport and logistics industry, but also the key elements that differentiate Mainfreight."
Don Braid
Managing Director
Mainfreight