For our final Fund Manager Series webinar of 2020, Hamilton Wealth Partners hosted Peter Cooper, Allan Goldstein and Marcus Guzzardi from Cooper Investors to discuss the Family & Founders Fund.
The webinar was held on Tuesday the 8th of December to view a recording of the webinar please see the video above.
Chairman/Chief Investment Officer Portfolio Manager – Brunswick Fund
BBus (Ec), Grad.Dip. Fin Mgt., F Fin, AICD, 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.
Portfolio Manager – Global Equities Funds B.Comm
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.
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.