Fund In Focus: Cooper Investors Global Equities Fund

Christopher Dixon

Cooper Investors

Peter Cooper founded Cooper Investors in 2001. Through a long-only, employee-aligned equity strategy, we’ve been able to deliver 17 years of outperformance. Since inception, our Global Equities Fund (Hedged) has delivered returns of over 310%, or 152% over the MSCI AC World Index. 

To build our portfolio, we apply the CI Way which includes a rigorous program of company visitation to identify the most compelling investment propositions through our ‘VoF’ lense. We’re constantly searching for companies that have value latencies (V), positive operating, industry and strategic trends (O) and are backed by focused management behaviour (F).

In the Fund in Focus below, we share specific examples of the latencies we look for, companies that have them, and how we build them into our portfolio. 



 

Further Insights

For more information on Cooper Investors please click here


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Christopher Dixon
Christopher Dixon
Portfolio Manager - Global Equities Funds
Cooper Investors

Chris has been co-PM of the CI Global Equities Fund since November 2011, focussing on European and Japanese companies. He has travelled extensively, living in four countries and investing across multiple asset classes over his 15 year career.

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