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 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 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.
Ron joined the Board of Cooper Investors in December 2018 becoming non-executive Chairman in December 2019. Ron is currently Chairman of Sprott Inc (Canada), and Chairman of Rhinomed Ltd and One Vue Holdings. He has previously held Board roles at not for profits including The National Gallery of Victoria and the Breast Cancer Network of Australia.
Over the course of his career, Mr. Dewhurst has held many senior leadership roles in the US and Australia, most recently serving as Executive Vice President and Head of Global Investment Managers for Legg Mason Inc. Prior to joining Legg Mason, Mr. Dewhurst’s previous roles included terms as Chief Executive Officer of ANZ McCaughan Ltd, Managing Director at IOOF Holdings Ltd, and Head of Americas for JP Morgan Asset Management.
Ryan joined CI in July 2010 as a research analyst in the Australian equities team and was appointed Deputy Portfolio Manager of the Endowment 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 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 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 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.
Joshua joined CI in April 2019 as a research analyst in the Australian Equities team. Prior to joining CI, Joshua worked in the Investment Banking (CCS) division at UBS where he spent 2 years as an analyst in the Oil & Gas and General Industrial teams.
Katherine joined CI in April 2019 as a research analyst. Prior to joining CI, Katherine worked for The Walt Disney Company as a Corporate Strategy analyst responsible for supporting strategic development and helping to evaluate potential initiatives to support growth for The Walt Disney Company in Australia & New Zealand. She also previously worked at KPMG as a Senior Consultant in the Management Consulting team assisting clients with their complex business problems, competitive strategies, operational issues and business transformations.
Justin joined CI in April 2016. He has 8 years’ experience in equities 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 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.
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.
Myron joined CI in February 2019 as a research analyst for the Asian Equities Fund, focusing on North Asian companies.
Prior to joining CI, Myron spent 2 years working at Goldman Sachs as an equities analyst, researching small and Mid-Cap Australian & New Zealand companies. He began his career at Fidelity International in Singapore.
Aaron joined CI in September 2020 as a research analyst for the Cooper Investors Asian Equities Fund. Prior to joining CI, Aaron spent over 5 years at Goldman Sachs as an equity research analyst in the Australia/NZ Emerging Companies research team, where he focused on a broad range of companies in the consumer, technology and industrial sectors.
Before this Aaron also spent time as a research analyst at Mutual Trust, an Australian based multi-family office, where he worked in the International Equities team, and at National Australia Bank where he was an Analyst in the Institutional Banking division.
Allan joined Cooper Investors in 2007 and has over 12 years of experience investing in international equities markets.
Having been a foundation member of the Cooper Investors global equities team, Allan has been instrumental in refining and implementing the VoF investment philosophy and the CI Way in global equities markets. This has enabled the team to deliver consistent performance and to build the global equities platform to over $2bn in assets under management.
Allan was appointed Portfolio Manager in 2011 and today specialises in North American markets.
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 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.
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 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.
Matt joined CI as a research analyst in November 2020. As a member of the Global Equities team, he focuses on North American companies.
Prior to joining CI, Matt spent three years working in EY’s Transactions and Corporate Finance division. At EY, Matt was responsible for conducting independent valuations of companies and assets as well as detailed financial modelling for strategic / transaction advisory, tax, restructuring and financial reporting purposes.
Chloe joined CI as a research analyst in February, 2021. As a member of the Global Equities team, she focuses on Asian/Japanese companies.
Prior to joining CI, Chloe spent three years working for Credit Suisse within their Equities Research team. At Credit Suisse, Chloe’s focus was on researching Australian listed companies within the Utilities and Building materials sectors.
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.
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.
Cliff joined CI in October 2020.
As Head of Marketing and Distribution, Cliff has overall responsibility for CI’s client engagement in the Institutional (both Domestic and Global), Retail and Private Capital (High Net Worth Individuals/Charities and Endowments) channels.
Cliff has over 30 years of financial services experience and has held senior distribution roles at various organisations. Prior to joining CI, Cliff was an Executive Director at Morgan Stanley Investment Management.
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 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.
Manuel joined CI in April 2021 and is based in our Sydney office. As Senior Business Development Manager he is responsible for managing CI’s key client relationships across advice licensees, financial advisors, platforms and research consultants.
Manuel commenced his financial services career in 1998 and has worked for several large global asset managers over this time. Most recently he was head of retail at Franklin Templeton Australia. Throughout his career Manuel has worked closely with the financial planning profession and is passionate about promoting the value of quality financial advice across the community.
Sarah joined CI as a Client Relations Manager in January 2021, focussing on providing a fulfilling engagement experience for our private capital client base.
Prior to joining CI, Sarah spent the last decade working in the Australian philanthropic sector, including time as the Policy and Research Director at Philanthropy Australia and an advisor to some of Australia’s leading philanthropists and well known charitable trusts whilst working at Equity Trustees. Sarah has also helped raised millions of philanthropic dollars for RMIT University where she worked as a major gift fundraiser.
Sarah also has experience in public policy development and government relations, as she started her career as an advisor to a Federal Government Minister and a Victorian government regulatory agency.
Marcus joined CI in October 2019, focussing on client communications.
Marcus has over 15 years’ experience in the financial services industry, having held various client service and middle office roles across funds management, wealth management and custody. Prior to joining CI, Marcus worked at JCP Investment Partners and at Evans & Partners.
John joined CI in January 2021, focussing on performance reporting and client relations.
John has over 2 years’ experience in the financial services industry, having gained experience in performance and reporting analytics, focussing on equity and fixed income investments, as well as client and fund reporting. Prior to joining CI, John worked at Equity Trustees.
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.