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For institutional inquiries,
please contact:
Peter Hadelman
Head of Relationship Management
(617) 369-7105
Investing with Copper Rock
Overview
The Copper Rock investment approach seeks to add value through bottom-up stock selection. In-depth fundamental
research drives our investment decisions. The team generates
its initial investment ideas from a number of sources, including organic ideas, proprietary screens and bottom-up
themes.
This eligible universe is then streamlined to an investable universe of roughly 300 companies. Investment
ideas that survive this initial research stage are subject to rigorous and detailed fundamental analysis before being
purchased into clients' portfolios. We incorporate rigorous buy and sell disciplines in the investment process. We select
companies whose revenues are growing, margins are expanding and market share is increasing. In addition to these
characteristics, we look for companies led by strong management teams. The key component of our approach is our
"No Excuses" sell discipline. Holdings are reduced or sold as target prices are attained, if there is a change in the
company's management team or stated business objectives, or if there is deterioration in a company's fundamentals.
