Our people are key at Cooper Investors

Peter Cooper

Peter Cooper

Chairman
Chief Investment Officer
Portfolio Manager - Brunswick Fund
BBus (Ec), Grad.Dip. Fin Mgt., F Fin, ACID, CA

Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and implemented the firm’s VoF investment philosophy which is applied across the international, domestic and Asian equities strategies. He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.

Peter has over 30 years of investment management experience. In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.

Andrew Swan

Andrew Swan

Director
Portfolio Manager - Australian Equities
LLB, BEc, MBA

Andrew joined CI as a portfolio manager in August 2001. He has over 30 years of funds management experience. Having spent a short period at Fidelity Investments in London, Andrew joined Merrill Lynch in 1994 where he managed Australian equity portfolios, including the number 1 performing portfolio from 1995 to 1999 (Intech Survey) with Peter Cooper. Andrew was a member of the team that received Australian Equity Fund Manager of the year in 1998. Andrew left Merrill Lynch to become Head of Australian Equities at AXA Australia in July 1999 where he was responsible for managing portfolios and overseeing a team managing $3.8 billion of Australian equities. Andrew was also a member of the Asset Allocation Committee at AXA.

Stephen Thompson

Stephen Thompson

Director
Portfolio Manager - Pensions Fund /
Australian Equities
BEc, F Fin

Stephen joined CI as a portfolio manager in early 2002. He has over 30 years’ experience in investment management. From 1983 to 1985 Stephen worked in the SECV Treasury Department. His role included investing or borrowing in the short-term money market, negotiation and administration of domestic and offshore loans. In 1985 Stephen joined the Investment Division of the SECV Superannuation Fund and became Manager Investments, responsible for domestic equity, fixed interest, indexed bond, infrastructure and currency portfolios. In 1997 Stephen joined Aberdeen Asset Management as Director Equities with particular responsibility for the industrial, 50 Leaders and income portfolios.

Steve Schubert

Steve Schubert

Chief Executive Officer
B.Sc., F.I.A.A.

Steve joined CI in April 2015 to the newly-created role of Chief Operating Officer leading the Stewardship team comprising the finance, fund accounting, IT, HR and admin support functions. From 1 March 2018 Steve has been appointed as Chief Executive Officer to work with the Board developing and overseeing the Company’s strategic business plan. Steve is an actuary with over 35 years’ experience in the superannuation and financial services industries with senior management roles at Mercer, Russell Investments and Towers Perrin.

Ryan Riedler

Ryan Riedler

Deputy Portfolio Manager - Pensions Fund
Research Analyst - Australian Equities
B.Comm, Grad Dip. App Finance and Investment, A.Fin

Ryan joined CI in July 2010 as a research analyst in the Australian equities team and was appointed Deputy Portfolio Manager of the Pensions Fund in 2014. Prior to joining CI, Ryan worked at Ernst & Young in the corporate finance division. Ryan has had exposure to a broad range of sectors including financials, healthcare, infrastructure, property trusts and retirement and aged care.

Amos Hill

Amos Hill

Portfolio Manager – Australian Equities
BA (Hons), CFA

Amos Hill joined CI in 2014. He has had over 20 years experience in Australian financial markets, principally in equities funds management. Prior to CI, Amos worked as an investment analyst and portfolio manager in the Australian equities business of BlackRock Investment Management and also at boutique fund manager, Alpha Investment Management. In these roles Amos was responsible for undertaking company analysis on Australian listed companies and making investment recommendations.

During his career Amos has had exposure to most sectors of the Australian equities market. At BlackRock he also had responsibility for managing a number of the Australian equities portfolios and he was a member of the Asset Allocation Committee for the multi-asset class portfolios. Amos began his career in 1996 at HSBC Securities Australia where he worked as a research analyst in strategy and economics.

Jimmy Ly

Jimmy Ly

Research Analyst - Australian Equities
B.Comm, (Finance), Dip. Fin Planning, CFA

Jimmy commenced work at CI in August 2014 as an equities research analyst. He has over 6 years’ experience working in financial services, most recently with Pitcher Partners. In his role at Pitcher Partners, Jimmy was responsible for analysis of companies and credit securities across a broad range of sectors including property, building materials, commercial & professional services and transportation.

Frank Podrug

Frank Podrug

Research Analyst – Australian Equities
B.Comm, BA, CFA

Frank joined CI in July 2018. He has more than a decade of equities and corporate strategy experience in financial markets, primarily covering retail and investment banking, wealth management and diversified financials. He spent eight years with Merrill Lynch, including as Head of Australian Banks Research and Head of Diversified Financials Research. He previously spent three years at AMP, including as Strategy Manager – Mergers & Acquisitions.

Qiao Ma

Qiao Ma

Portfolio Manager – Asian Tiger Fund
B.Sc, MBA

Qiao Ma joined CI in July 2017. Prior to this, she spent seven years investing in the technology and consumers sectors in Asia and the US. Most recently she was the Head of Asia for Jericho Capital, a multi-billion dollar global investment fund based in New York. Qiao has also previously worked at Coatue Management, a New York based investment fund specializing in global technology and consumer sectors and a spinoff of Tiger Management. From 2006 to 2008 Qiao worked in the Financial Institutions Group in the Investment Banking Division of Lehman Brothers.

Lyn Foo

Lyn Foo

Head of North Asia
B.Comm (Hons)

Lyn Foo joined CI in March 2009. Prior to this, she was an analyst and research salesperson, in Australia and more recently Hong Kong, with UBS. Lyn has also previously worked in investment banking at Citigroup Salomon Smith Barney as well as funds management at National Mutual Funds Management, where she was an emerging companies’ research analyst. Lyn has been working in Asian equity markets since 2005.

Johny Tan

Johny Tan

Head of Southeast Asia & India
BBus (Hons), MBA

Johny joined CI in April 2016. He has over 11 years' investment management experience in Asian equities. Prior to CI, he was a director and senior analyst at Arisaig Partners and worked in its Singapore and Hong Kong offices before founding his own fund. Johny started covering Asian equities in 2005. He began his career as an investment analyst at Mercer Investment Consulting in Melbourne.

Allan Goldstein

Allan Goldstein

Portfolio Manager - Global Equities Funds
B.Comm

Allan joined CI in February 2007 as a research analyst and was appointed joint portfolio manager in 2011. As a member of the Global Equities team, he focuses primarily on companies in the Americas.

Since joining CI, Allan has contributed to the development of the global equities portfolios and he has extensive experience meeting with and analysing a broad range of international companies. In 2015 Allan spent 3 months based in New York and during this time, in addition to building out CI’s networks he undertook a significant company visitation program throughout North America.

Christopher Dixon

Christopher Dixon

Portfolio Manager - Global Equities Funds
CA, BA (Hons)

Chris joined CI as joint portfolio manager in November 2011. As a member of the Global Equities team, he focuses on European and Japanese companies.

Having commenced his career in 2002 Chris has operated in a variety of roles in financial markets and has travelled extensively, living in four countries and investing across multiple asset classes.

Chris joined Chandler Corp in 2007 and focused on equities in a role that covered a broad mandate of responsibilities including portfolio management, investment strategy, fundamental research, risk management and dealing. Prior to that he spent a number of years managing equity derivatives at Lehman Brothers. Chris qualified as a certified Chartered Accountant with Ernst & Young in London.

Marcus Guzzardi

Marcus Guzzardi

Co-head of Americas – Global Equities
B.Comm, M.Comm (Hons), CFA

Marcus joined CI in November 2012. As a member of the Global Equities team, he focuses primarily on North American companies.

Prior to joining CI he began his career in 2009 as an equities analyst at Diogenes Research, an independent equities research house. At Diogenes, Marcus was responsible for financial quality analysis of companies and industries in both Australian and International markets.

Geoffrey Di Felice

Geoffrey Di Felice

Co-head of Japan / Asia – Global Equities
B.Comm (Hons), CFA, MBA

Geoff joined CI in March 2014. As a member of the Global Equities team he focuses on European and Japanese companies.

Before joining CI, Geoff worked at Access Capital Advisers where he was involved in the origination, execution and management of direct investments, as well as serving as a director on an investee company board. Prior to this Geoff was a research analyst at CP2 where he joined in 2008 covering global transport and energy companies.

Tom Hickmott

Tom Hickmott

Research Analyst – Global Equities
B.Comm (Finance & Economics)

Tom joined CI in April 2018 as a research analyst. As a member of the Global Equities team, his focus is on European companies.

Prior to joining CI, Tom spent 5 years working at the specialist equities research house, Diogenes Research. At Diogenes, Tom gained exposure to a variety of sectors including Banks, Retail and Media, with a focus on earnings & financial quality analysis.

Justin O'Brien

Justin O'Brien

Portfolio Manager – Brunswick Fund
B Eng (Aero), BBus, MAppFin

Justin joined CI in April 2016. He has 8 years’ experience in equity markets with Diogenes Research in Melbourne and Credit Suisse HOLT in London. Prior to this Justin worked for 5 years in strategic consulting and valuations with Mainsheet and Value Adviser Associates. His sector experience includes Banks and Financials, TMT, Utilities and Oil and Gas.

Stuart McLachlan

Stuart McLachlan

Research Analyst – Brunswick Fund
B.Comm, CFA

Stuart joined CI in November 2018 as a research analyst. Prior to joining CI, he worked for Deutsche Bank as a research analyst in the Emerging Companies team for three years and two years as an associate in the Real Estate research team. He also previously worked at Diogenes Research in Melbourne focusing on smaller companies research and earnings quality issues.

Michael Hedley

Michael Hedley

Dealing & Execution
BBus

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.

Amanda Lippner (Perry)

Amanda Lippner (Perry)

Client Relations
B.Comm, LLB (Hons)

Amanda joined CI in October 2011 as Legal Counsel and after several years transitioned to being responsible for client relations. Prior to joining CI Amanda worked at GAM, a fund of hedge funds in London for 7 years, initially as a lawyer in the operational due diligence team and then moving to manager selection in the emerging markets and global equities hedge funds team. Prior to this she worked as a lawyer at KPMG in Sydney.

Andrew Hall

Andrew Hall

Retail Sales
B.Bus (Acc), Grad Dip. App. Finance and Investments, F.Fin

Andrew joined CI in February 2017.

As a member of the distribution and client relations team, he focuses on retail distribution and marketing.

Andrew commenced his financial markets career in 1987 in stockbroking before moving into retail distribution with BT Financial Group (BT) in 2000 and over that period has gained extensive experience with retail investment products and platforms.

Andrew Dennis

Andrew Dennis

Client Reporting
B.Ec, Grad Dip App Fin

Andrew joined CI in July 2017 in a client reporting capacity.

Andrew has over 20 years’ experience in the financial services industry. Prior to joining CI, Andrew was employed in various operational & performance reporting roles including at BlackRock & Vanguard. Prior to this, Andrew worked in various client facing roles within the stockbroking industry in London.

Peter Magrath

Peter Magrath

Data Analytics
B.Sc (Hons)

Peter joined CI in April 2009. He is responsible for the development and project management of CI’s proprietary investment systems and also manages external investment systems used. He has twenty years’ experience in full software development lifecycles in fund management and investment banking institutions. Prior to joining CI Peter spent five years at hedge fund GLG Partners in London, and eight years at Bankers Trust then Deutsche Bank in London where he gained extensive experience in risk management systems.

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