Family and founders first for Cooper Investors

Nicolas Burgess

EL&C Baillieu

Cooper Investors’ Family and Founder Fund is a concentrated global equities portfolio that invests in founder-led, family-linked or employee-owned companies.

Tune into this podcast to hear Portfolio Manager Allan Goldstein explain the rationale for the fund, why he believes the investment strategy is unique, and the difference between “skin in the game” and “soul in the game”.

Plus, one of the fund’s key holdings in Fortive Corporation, a US-based industrial technology company. Allan explains what the business does, why he likes it and how the founders continue to play an important role in the business today.

Nicolas Burgess
Nicolas Burgess
Research Analyst
EL&C Baillieu

Nicolas Burgess, CFA is a research analyst at EL&C Baillieu Limited, focusing on small and mid-caps including the technology, diversified financials and insurance sectors. He has been an analyst for over 18 years and been at EL&C Baillieu since 2012.

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