We’re pleased to share with you the latest update featuring Allan Goldstein, Portfolio Manager of the Cooper Investors Family and Founder Fund, in conversation with Natalie Elliott, Head of Private Capital at Cooper Investors.

Rooted in Cooper Investors’ long-standing tenet of observation not prediction, the Family and Founder Fund reflects our deep conviction in aligning with founder-led and family-linked businesses—those with enduring values, disciplined capital allocation, and long-term thinking embedded in their DNA.

In this in-depth discussion, Allan reflects on his recent research trip through Europe and the US—spanning over 50 meetings—and shares valuable insights into current portfolio positioning, macroeconomic sentiment, and emerging opportunities across sectors such as life sciences, consumer brands, and energy infrastructure.

 

This communication has been prepared by Cooper Investors Pty Ltd, the trustee and investment manager of the Cooper Investors Family and Founder Fund. The opinions, advice, recommendations and other information contained in this communication, whether expressed or implied, are made by Cooper Investors, its officers and employees in good faith in relation to the facts known to it at the time of preparation. Cooper Investors has prepared this communication without consideration of the investment objectives, financial situation or particular needs of any individual investor. Please note that references to earnings growth are a forecast only, based upon Cooper Investors’ current views and assumptions, and is not guaranteed to occur. Any returns forecast may differ materially from the results ultimately achieved.You should not rely on the opinions, advice, recommendations and other information contained in this communication alone. This communication contains general financial product advice only. This communication does not constitute any offers of units in the fund to investors.

Offers of units in the fund are made in the information memorandum of the fund. You should obtain the information memorandum and consider the important information about risks, costs and fees in the relevant information memorandum before investing. Cooper Investors recommends investors seek independent legal, financial and taxation advice from appropriate professional advisors before making any decisions about investing in the fund.

Any information in respect of past performance is not a reliable indication as to future performance. Any forecasts, prospects or forward-looking statements in this communication are based upon Cooper Investors current views and assumptions and involve known and unknown risks and uncertainties, many of which are beyond Cooper Investors control and could cause actual results, performance or events to differ materially from those expressed or implied. These forward-looking statements are not guarantees or representations of future performance and should not be relied upon as such.

This communication is only made available to persons who are wholesale clients within the meaning of Section 761G of the Corporations Act 2001. This communication is made available on the condition that it is not passed onto any person who is a retail client within the meaning of Section 761G of the Act. To the maximum extent permitted by law, Cooper Investors disclaims all liability and responsibility for any direct or indirect consequential loss, damage, cost, expense, outgoing interest, loss of profits or loss of any kind which may be suffered by any person through relying on anything contained in or admitted from this communication.

This communication may not be reproduced or used for any other purpose without the express permission of Cooper Investors.