investment management koa

Kopper Investment Management, Inc.

Kopper Investment Management, Inc. is a privately held investment management firm based in Minneapolis, Minnesota. Founded in 1997 by David Kopper, the firm specializes in managing assets for institutions, high-net-worth individuals, and families. Their core investment philosophy revolves around long-term value investing, focusing on identifying undervalued companies with strong fundamentals and holding them for extended periods to realize their intrinsic value.

The firm’s investment approach is characterized by rigorous fundamental research, a patient and disciplined investment process, and a commitment to independent thinking. They prioritize in-depth analysis of a company’s financials, competitive landscape, and management team to determine its long-term earning power. They believe that market inefficiencies often create opportunities to purchase securities at prices below their true worth.

Kopper Investment Management offers a range of investment strategies, typically centered around equity investments. While details on specific strategies may vary and are often tailored to individual client needs, they generally focus on value-oriented portfolios that aim to outperform benchmarks over a full market cycle. They are not a firm that chases short-term trends or engages in excessive trading activity. Instead, they maintain a concentrated portfolio of carefully selected companies.

The company emphasizes a client-centric approach, prioritizing open communication and transparency. They work closely with their clients to understand their investment objectives, risk tolerance, and time horizon. This collaborative approach enables them to develop customized investment solutions that align with each client’s unique circumstances.

David Kopper, the firm’s founder and Chief Investment Officer, plays a central role in the investment decision-making process. He has a long and distinguished track record in the investment management industry. The firm cultivates a team of experienced investment professionals who contribute to the research and portfolio management process. The firm’s size allows for a close-knit, collaborative environment, fostering a culture of intellectual curiosity and independent thinking.

While specific details regarding Assets Under Management (AUM) may not be publicly available, Kopper Investment Management is recognized as a reputable and well-regarded firm within the Minneapolis investment community. Their long-term focus, value-oriented philosophy, and commitment to client service have contributed to their success and longevity in a competitive industry. Potential clients seeking a value-driven investment approach and a personalized service model might find Kopper Investment Management a suitable partner.