Gratitude & Humility
At Cooper Investors, gratitude and humility is important.
To us, this means possessing respectful attitudes and operating with self-awareness and confidence when investing and learning through debate while acknowledging the beliefs of others.
The values of gratitude and humility translate to our investment beliefs, leading to a better understanding of business trends and opportunities, creating a sound foundation for investment decision making
Gratitude & Humility.
At Cooper Investors, gratitude and humility is important.
Intentionality
CI investors are active and passionate. With intention, we focus on industries, assets and companies that embody value latency with positive operational, industry and strategic trends. Intentionality ensures we invest in companies with management and industry leaders that have passion, energy, clarity and competence.
To achieve our overarching goals, we break it down into smaller attainable steps that we approach with confidence and intent.
We believe that by focusing on CI’s investment principles and philosophy, high performance and business success will follow.
Intentionality.
Cooper investors are active and passionate.
Curiosity & Passion
At Cooper Investors we value curiosity and passion. We take the time to really understand a business and their strategic objectives, ensuring alignment with CI’s investment philosophy ofVoF: value latency, operating & industry trends and focus.
We learn through doing the hard work and think outside the box and understand how a business creates value. We ask the right questions and seek insights through independent and alternative sources, ensuring we remain ahead of the investing curve.
Flexibility, agility and the pursuit of purposeful and innovative work allows us to continually achieve as individuals and as a company.
Curiosity & Passion.
At Cooper Investors we value curiosity and passion.
In the moment & present
At Cooper Investors we seek to allocate capital using observation not prediction. We act with clarity while staying focused on the here and now, ignoring distractions.
We concentrate on the things that make a difference, remaining detached from the things we can’t change. We focus on what really matters-identifying quality companies that align with The CI Way.
Staying present and in the moment allows us to identify the right opportunities at the right time for our investors.
In the moment & present.
At Cooper Investors we seek to allocate capital using observation not prediction.
Authenticity
At Cooper Investors we believe in authenticity. We are open and honest with our clients, employees, colleagues, business service providers and most importantly, with ourselves. We celebrate this difference to other firms.
We strive to ensure alignment through our words and actions to the CI Way and investment philosophy of VoF: value latency, operating & industry trends and focus . We thrive on responsibility and accountability to our clients which drives our performance.
Authenticity.
At Cooper Investors we believe in authenticity.
Long term
At Cooper Investors we do just one thing: long-only, listed-security investing. No leveraging, no shorting and no hedging. We focus on the little things and do them well, ensuring long-term shareholder value for our clients.
Our long-term view of sustainable earnings, cash flow, assets and dividends of a company allows us to consider a company’s goals, their strategies, structures and governance with a focus onboard decisions and capital allocations.
We apply our CI investing methodology of VoF: value latency, operating & industry trends and focus across all our funds, giving us the best chance of success in long-term risk-adjusted performance.
Long term.
Cooper Investors is a Long-Term investor.
Value latency
At Cooper Investors, we see value latency as the value available to our investors.
We use qualitative analysis to judge a company’s expected risk and return outcomes.
When assessing companies for investment, we include both assessed latency value or quantifiable value and not-yet-quantified value that may be available to a company due to operating trends, industry structure, strategic positioning and management capabilities. This ensures we get the best possible returns for our investors
Value latency.
At Cooper Investors, we see value latency as the value available to our investors.
Operating industry and strategic trends
At Cooper Investors, we pay attention to the details. This allows us to identify operating and industry trends that support higher scales, margins and returns.
Industry and strategic position affords a company value options not captured in assessed value latency alone. This provides management an opportunity to add value to a business.
The potential for improved operating trends relative to assessed value is meaningful to our clients and superior to the average company watch lists compiled by our peers.
Operating industry and strategic trends.
At Cooper Investors, we pay attention to the detail.
Focus
At Cooper Investors, our focus is on doing the little things well. Our attention to detail helps us identify the trends of tomorrow ahead of others in the market.
Allocation of capital is awarded to companies in industries with a specific value proposition that are performing well or are in the early phases of an observed operational or strategic turn-around. These companies that we invest in have focused management and value-based leadership.
We apply our specialist investment VoF philosophy of value latency, operating & industry trends and focus. Across all our funds, our focus is at all times on securing the best outcomes and returns for our investors
Focus.
At Cooper Investors, our focus is on doing the little things well.