Skip to main content

Park Road Fund

See performance history
The Cooper Investors Park Road Fund has a long-term investment horizon. Our aim is for the Fund’s long term returns to exceed the S&P / ASX 300 Accumulation Index, whilst delivering a lower risk profile.
Our Approach

Family wealth is irreplaceable and too often made vulnerable. We aim to leverage the proven CI Way, VoF process, and the Park Road team’s extensive experience to deliver our core objective of strong risk adjusted returns while focusing on capital protection. The Fund runs a concentrated portfolio.

Fund Manager(s) & Dealing
Kent Mackieson
Kent Mackieson
Portfolio Manager - Endowment and Park Road Funds
BBus, CFA
Michael Hedley
Michael Hedley
Head of Dealing
BBus
Piers Flanagan
Piers Flanagan
Research Analyst - Endowment and Park Road Funds
BBus
Kent Mackieson

Kent Mackieson

Portfolio Manager - Endowment and Park Road Funds
BBus, CFA
LinkedIn Profile Get in Touch

Kent joined CI in 2019.

Prior to joining CI Kent worked at Baillieu Holst for 16 years as an Equity Partner. In the role Kent’s responsibilities included portfolio management, fundamental research and dealing.

Michael Hedley

Michael Hedley

Head of Dealing
BBus
LinkedIn Profile Get in Touch

Michael joined CI in 2015. He has had over 20 years’ experience working in equities markets.

Michael joined Bank of America Merrill Lynch almost 9 years ago as a director working in institutional sales and sales trading where he was responsible for generating investment ideas and managing the execution of all client transactions. Prior to that Michael was a director and equity partner at E. L & C. Baillieu for 4 years advising family offices and sophisticated investors on all equities products. He has also spent 4 years at Falkiner Stockbroking, and 2 years at McIntosh Securities, both positions where he worked as a dealer and adviser.

Piers Flanagan

Piers Flanagan

Research Analyst - Endowment and Park Road Funds
BBus
LinkedIn Profile Get in Touch

Piers joined CI in March 2024.

Prior to this, Piers worked as a sell-side equities analyst for more than 7 years at Barrenjoey, CLSA, and EL&C Baillieu. During this time, Piers covered a range of small cap sectors including Agriculture, Consumer, Technology, and Industrial Services.

Date of Inception

03/08/2021

The Investment

Units in a unit trust – the Cooper Investors Park Road Fund (the “Fund”).

Manager

Cooper Investors Pty Limited (“CI” or the “Manager”)

Custodian

Citigroup Pty Limited

Benchmark

S&P / ASX 300 Accumulation Index

Performance History

Performance & Reporting

Table Chart FY Return

Past performance is not a reliable indicator of future performance
^Partial Year (inception date was August 2021)
*Annualised

Source: Internal CI data reports, April 30, 2024

Past performance is not a reliable indicator of future performance

Source: Internal CI data reports, April 30, 2024

Inception Date: August 2021
**Net of fees and expenses
#S&P/ASX 300 Accumulation Index

Source: Internal CI data reports, April 30, 2024

The Steps

How to invest.

The fund is currently closed to investments. To register your interest in investing please contact Client Relations for further information.

Wholesale funds.

By clicking the button below you are confirming that you are an Australian wholesale client for the purposes of section 761G of the Corporations Act 2001 (Cth) or you are otherwise in a jurisdiction where it is not unlawful for you to access information about CI’s products. The information contained on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject CI to any registration or other requirement within such jurisdiction or country.

In particular, the information contained in this website is not for distribution and does not constitute an offer to sell or the solicitation of any offer to buy any securities or services in the United States to or for the benefit of any person in the United States. The Funds managed by CI have not been registered in the United States under the Investment Company Act of 1940 and units in the Funds are not registered in the United States under the Securities Act of 1933. The wholesale fund reports and other material contain factual information only and are not intended to imply any recommendation.

I agree