Profile
Mr. Geoffrey di Felice, CFA MBA, is a Portfolio Manager at Cooper Investors Pty Ltd. He joined Cooper Investors (CI) in March 2014 as a member of the Global Equities team where his focus was on European and Japanese companies.
In partnership with Marcus Guzzardi, Mr. Di Felice established the CI The Endeavour Fund.
The Endeavour Fund is a specialist fund at Cooper Investors reserved for private capital investors.
Before joining CI, he worked at Access Capital Advisers where he focused on unlisted investments.
He started his career in 2008 with CP2, a specialist infrastructure investor.
He is a board member of Ocean Mind, a not-for-profit that provides therapeutic surf programs for young people experiencing mental health challenges.
Geoff di Felice active positions
| Companies | Position | Start |
|---|---|---|
Cooper Investors Pty Ltd.
Cooper Investors Pty Ltd. Investment ManagersFinance CI is an active manager which employs VOF framework, a methodology for processing, filtering and understanding complex qualitative and quantitative information on stocks and industries. They seek to diversity across stocks, industries and geographical exposures. Their portfolios are generally constructed with little reference to index and consider market cap and liquidity risk. CI prefers to invest companies and industries with a specific value proposition that are performing well or in an early phase of turnaround (observation of operating, industry and strategic trends) with focused management (value based leadership). The firm assesses companies for their value latency which may be derived from the net-worth of a company's existing cash flow and net assets or future value that is latent within a company or industry due to their growth opportunities and competitive advantage. | Head-Equity Investments | - |
Former positions of Geoff di Felice
| Companies | Position | End |
|---|---|---|
CP2 Group Ltd.
CP2 Group Ltd. Investment ManagersFinance CP2 invests in core infrastructure assets that provide secure, stable, inflation-protected cash flows over the long-term. | Analyst-Equity | 01/05/2011 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Cooper Investors Pty Ltd.
Cooper Investors Pty Ltd. Investment ManagersFinance CI is an active manager which employs VOF framework, a methodology for processing, filtering and understanding complex qualitative and quantitative information on stocks and industries. They seek to diversity across stocks, industries and geographical exposures. Their portfolios are generally constructed with little reference to index and consider market cap and liquidity risk. CI prefers to invest companies and industries with a specific value proposition that are performing well or in an early phase of turnaround (observation of operating, industry and strategic trends) with focused management (value based leadership). The firm assesses companies for their value latency which may be derived from the net-worth of a company's existing cash flow and net assets or future value that is latent within a company or industry due to their growth opportunities and competitive advantage. | Finance |
CP2 Group Ltd.
CP2 Group Ltd. Investment ManagersFinance CP2 invests in core infrastructure assets that provide secure, stable, inflation-protected cash flows over the long-term. | Finance |
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