Cooper Investors
Cooper Investors Global Equities Fund (Hedged)
Jun 2026 → Sep 2026
Our archive holds 2 letters from this strategy, behind 7 investment theses and positions in 19 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Cooper Investors for every strategy.
Performance
as of Sep 30, 2026 · net of fees · AUD
- YTD−0.5%index +25.1%
- 1Y−1.6%index +17.5%
- 3Y · /yr+8.9%index +20.8%
- 5Y · /yr+2.5%index +11.3%
- 10Y · /yr+8.3%index +12.0%
- Inception · /yr+9.4%index +9.8%
Index: MSCI ACWI 100% Hedged to AUD net dividends
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Cooper Investors Global Equities Fund (Hedged) | −0.5% | −1.6% | +8.9% | +2.5% | +8.3% | +9.4% |
| MSCI ACWI 100% Hedged to AUD net dividends | +25.1% | +17.5% | +20.8% | +11.3% | +12.0% | +9.8% |
Calendar years
- 2025+17.8%index +13.3%
- 2024+7.4%index +19.4%
- 2023+13.7%index +14.6%
- 2022−16.9%index −13.6%
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 →What it bought and sold
We have sold the investment accordingly.
The second of these is now uncertain and we have reduced the position accordingly.
We have exited the position, however, and continue to monitor the pricing trends closely with a view to re-investing once the pricing environment stabilises.
Also held
Its investment theses
- Guzman y GomezSep 2026Guzman y Gomez is a Mexican-inspired QSR whose Australian operations enjoy unmatched structural advantages in customer proposition, restaurant economics and distribution, supporting strong earnings growth.
- Stevanato GroupSep 2026Stevanato Group makes pharmaceutical glass containers for injectable biologics, and its capacity expansion positions it to benefit from the structural shift toward biologics and a meaningful cash flow inflection.
- Shenandoah TelecommunicationsSep 2026Shenandoah Telecommunications is a US broadband player whose fibre offerings remain superior in speed and reliability to satellite competitors, with minimal subscriber loss to Starlink.
- CME GroupSep 2026CME Group's exchange business continues to perform strongly with 16% volume growth and record revenues and earnings, while the competitive threat from perpetual futures is limited for its institutional client base.
- Liberty MediaJun 2026Liberty Media owns Formula One and MotoGP, with visible growing cash flows, long-term contracts, and attractive monetisation upside in MotoGP.
- Daikin IndustriesJun 2026Daikin Industries is a leading Japanese HVAC manufacturer trading at a discount to peers with margin improvement and capital return upside.
- CortevaJun 2026Corteva is restructuring by spinning off its Seeds business, which the fund views as an underappreciated high-return oligopoly.