John joined CI in February 2022 as a Research Analyst in the Global Equities team. In this role, he focuses primarily on North American companies.
Prior to joining CI, John began his career at Transurban and Jemena, followed by four years within the management consulting division at Deloitte.
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 and domestic 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.
David has more than 35 years’ experience as a business owner, executive, Chair and non-executive director. He has international experience in tech start-up’s, selling, licensing, merging and acquiring businesses, having also arranged funding for management buy outs along with the successful placement/listing of companies on the London Stock Exchange and the Australian Stock Exchange. Recently, David has focused on leadership roles in the environmental and financial services technology sectors.
David joined the Board at Cooper Investors in 2022. He is also currently Chair of Envirosuite and Sports Club HQ. He is also a non-executive director of New Zealand Wealth Advisory Ltd and Southern Cross Partners Ltd. David studied accounting and business and is a graduate of the Australian Institute of Company Directors.
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.
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 to assist Peter Cooper on the Brunswick Fund, becoming Co-Portfolio Manager in 2018. He has more than 20 years’ experience with the last 15 years in listed equities markets. Justin previously worked in equity research with specialist firm Diogenes Research in Melbourne and Credit Suisse HOLT in London.
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.
Gordon joined CI in June 2022.
Prior to joining CI, Gordon worked in the corporate development team at Wesfarmers where he spent 4 years working in M&A and strategy.
Allan joined Cooper Investors in 2007 and has over 15 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 a portfolio manager in November 2011 and has over 15 years of funds management experience.
Having commenced his career in 2002 with Ernst & Young, Chris spent a number of years in derivatives at Lehman Brothers in London. Chris left Lehman in 2007 for Orient Global (today Clermont Group) where he split his time across Dubai and Singapore. Working for the family office of businessman and philanthropist Richard Chandler the role covered a broad mandate of responsibilities including portfolio management, investment strategy, fundamental research, risk management and dealing.
Over his career Chris has travelled extensively, living in four countries and investing across multiple asset classes. Chris is qualified as a certified Chartered Accountant with the Institute of Chartered Accountants of Scotland.
Marcus joined Cooper Investors (CI) in November 2012. As a member of the Global Equities team his roles have included Deputy Portfolio Manager of the Cooper Investors Family and Founder Fund as well of Co-head of Americas.
In partnership with Geoff Di Felice, Marcus established the CI The Endeavour Fund. The Endeavour Fund is a specialist fund at Cooper Investors reserved for private capital investors. Prior to joining CI Marcus completed studies at The University of Melbourne before beginning his career in 2009 as an equities analyst at Diogenes Research, an independent equities research house.
Geoff joined Cooper Investors (CI) in March 2014 as a member of the Global Equities team where his focus was on European and Japanese companies.
In partnership with Marcus Guzzardi, Geoff established the CI The Endeavour Fund. The Endeavour Fund is a specialist fund at Cooper Investors reserved for private capital investors. Before joining CI, Geoff worked at Access Capital Advisers where he focused on unlisted investments. Geoff started his career in 2008 with CP2, a specialist infrastructure investor.
Geoff is a board member of Ocean Mind, a not-for-profit that provides therapeutic surf programs for young people experiencing mental health challenges.
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.
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.
John joined CI in February 2022 as a Research Analyst in the Global Equities team. In this role, he focuses primarily on North American companies.
Prior to joining CI, John began his career at Transurban and Jemena, followed by four years within the management consulting division at Deloitte.
Jefta joined CI in June 2022 as a Research Analyst in the Global Equities team. In this role he focuses primarily on North American companies.
Prior to joining CI Jefta began his career at ANZ, followed by four years as an analyst at Karara Capital.
Sagar joined CI in March 2019 as a research analyst, focusing on India and financials.
Prior to joining CI, Sagar spent 5 years working at Bligh Capital in Sydney as an equities analyst, focusing on the mining and technology sectors. Prior to this Sagar was at ICICI in Mumbai researching the Indian technology sector. He began his career at Morgan Stanley in Mumbai in 2005.
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 CI Institutional Business, 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.
Natalie joined CI in 2016.
Natalie’s career has spanned across senior roles in public health, finance and philanthropy. She has specialised in the advice, development and implementation of philanthropic investment strategies and practice models for some of the largest private philanthropists in Australia.
As Head of CI Private Business, Natalie leads the client engagement for UHNW Families, Family Offices, Churches Charities and Endowments. She also oversees the brand and marketing initiatives at Cooper Investors.
She serves as the Chair of the 16th Street Foundation and Director of Habitat for Humanity, Victorian Chapter. Natalie is also an Advocate and Funder for improved access to care in the Mental Health System.
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.
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.
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.