The Business Brew Mark Cooper - Hunting Internationally for Value
Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets.
Mark has 20 years of experience in equity investing and almost 9 years in commodity trading, working at top-tier hedge funds and mutual funds with some legendary value investors.
Mark’s experience prior to founding MAC Alpha Capital Management:
- Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.
- Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.
- Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.
- Analyst, Pequot Capital Management, 2002 to 2004
- Portfolio Manager, JP Morgan, 1992 to 2000 | Fixed income, commodities, and foreign exchange asset classes, co-managing a $50 billion notional value portfolio investing in both European and exotic options and managing a $10 billion portfolio focused on long-dated gold and silver.
- Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value Investing
Education and Credentials:
- MBA - Columbia Business School 2002 | Bachelor of Science - Massachusetts Institute of Technology 1991. Former US Army officer Former Vice Chairman of Harlem success academy HSA #2 (a charter school) |Co-author of Value Investing: From Graham to Buffett and Beyond – Second Edition.
Sponsorship Information
Thank you to Fiscal.ai for sponsoring the show.
DISCOUNT INFO: If you use the affiliate link fiscal.ai/brew, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. About Fiscal.ai
Fiscal.ai is the complete modern data terminal for global equities.
The Fiscal.ai platform combines a powerful user experience with all the financial data capabilities that professional investors need.
Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models.
And unlike legacy data terminals where it can take hours or even days, Fiscal.ai’s data is updated within minutes of earnings reports.
Fiscal.ai also tracks all the company-specific Segment & KPI data so you don’t have to.
Like to track Amazon’s Cloud Revenue? They’ve got it.
How about Spotify’s premium subscribers?
Or Google’s quarterly paid clicks?
They’ve got all of it.