Cooper Investors
Cooper Investors Family & Founder Fund
Sep 2025 → Sep 2026
Our archive holds 2 letters from this strategy, behind 4 investment theses and positions in 16 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in 2 years · follow all of Cooper Investors for every strategy.
Performance
as of Sep 30, 2026 · net of fees · AUD
- YTD−2.8%index +17.0%
- 1Y−3.5%index +11.2%
- 3Y · /yr+5.8%index +18.7%
- 5Y · /yr+1.7%index +12.4%
- Inception · /yr+6.8%index +12.9%
Index: MSCI AC World net dividends in Australian Dollars
| YTD | 1Y | 3Yper year | 5Yper year | Since inceptionper year | |
|---|---|---|---|---|---|
| Cooper Investors Family & Founder Fund | −2.8% | −3.5% | +5.8% | +1.7% | +6.8% |
| MSCI AC World net dividends in Australian Dollars | +17.0% | +11.2% | +18.7% | +12.4% | +12.9% |
Calendar years
- 2025+12.8%index +18.4%
- 2024+9.5%index +19.0%
- 2023+11.6%index +20.4%
- 2022−12.1%index −8.0%
Disclaimer
These figures are copied from the manager’s latest letter, as of Sep 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- TKO Group HoldingsSep 2026TKO Group, the founder-run owner of UFC and WWE, is held for its intense value-creating leadership that renews media rights at higher rates, extracts new monetisation and adds sports properties.
- D’IeterenSep 2025D’Ieteren features high-growth automotive glass business Belron and other assets trading at a deep discount to NAV with value-accretive focus.
- FerrovialSep 2025Ferrovial owns long-life toll roads and managed lanes in the US with volume and pricing growth, and disciplined management driving value.
- Power Corporation of CanadaSep 2025Power Corporation holds leading wealth management platforms poised for double-digit earnings growth and organic expansion through retirement services.