<p>Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets. </p><p><br /></p><p>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.</p><p><br /></p><p>Mark’s experience prior to founding MAC Alpha Capital Management:</p><ul><li>Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.</li><li>Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.</li><li>Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.</li><li>Analyst, Pequot Capital Management, 2002 to 2004 </li><li>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.</li><li>Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value Investing</li></ul><p><br /></p><p>Education and Credentials:</p><p><br /></p><ul><li>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 <em>Value Investing: From Graham to Buffett and Beyond  – Second Edition.</em></li></ul><p><br /></p><p><br /></p><p></p><p><strong>Sponsorship Information</strong></p><p>Thank you to <a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> for sponsoring the show. </p><p><br /></p><p><strong>DISCOUNT INFO:</strong> If you use the affiliate link <a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠</a>, 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. <strong>About </strong><a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠<strong>Fiscal.ai</strong>⁠⁠⁠</a></p><p><a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> is the complete modern data terminal for global equities.</p><p>The <a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> platform combines a powerful user experience with all the financial data capabilities that professional investors need. </p><p>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. </p><p>And unlike legacy data terminals where it can take hours or even days, <a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a>’s data is updated within minutes of earnings reports. </p><p><a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> also tracks all the company-specific Segment &amp; KPI data so you don’t have to. </p><ul><li><p>Like to track Amazon’s Cloud Revenue? They’ve got it.</p></li><li><p>How about Spotify’s premium subscribers? </p></li><li><p>Or Google’s quarterly paid clicks?</p></li></ul><p>They’ve got all of it.</p><p><br /></p><p><br /></p><p></p>

The Business Brew

Bill Brewster

Mark Cooper - Hunting Internationally for Value

NOV 18, 202583 MIN
The Business Brew

Mark Cooper - Hunting Internationally for Value

NOV 18, 202583 MIN

Description

<p>Mark Cooper, founder and CIO of MAC Alpha Capital Management, stops by The Business Brew to discuss the potential opportunity in international markets. </p><p><br /></p><p>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.</p><p><br /></p><p>Mark’s experience prior to founding MAC Alpha Capital Management:</p><ul><li>Co-Portfolio Manager, First Eagle Investment Management, 2014 to 2019 | International Small Cap Value strategy.</li><li>Portfolio Manager and Analyst, PIMCO, 2010 to 2014 | Global generalist managing a diversified quantitative U.S. equity fund.</li><li>Partner and Portfolio Manager, Omega Advisors, 2005 to 2010 | Global industrials, capital goods, and commodities/energy sectors.</li><li>Analyst, Pequot Capital Management, 2002 to 2004 </li><li>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.</li><li>Adjunct Professor of Finance and Economics, Columbia Business School, 2004 to 2025| Applied Value Investing</li></ul><p><br /></p><p>Education and Credentials:</p><p><br /></p><ul><li>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 <em>Value Investing: From Graham to Buffett and Beyond  – Second Edition.</em></li></ul><p><br /></p><p><br /></p><p></p><p><strong>Sponsorship Information</strong></p><p>Thank you to <a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> for sponsoring the show. </p><p><br /></p><p><strong>DISCOUNT INFO:</strong> If you use the affiliate link <a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠</a>, 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. <strong>About </strong><a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠<strong>Fiscal.ai</strong>⁠⁠⁠</a></p><p><a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> is the complete modern data terminal for global equities.</p><p>The <a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> platform combines a powerful user experience with all the financial data capabilities that professional investors need. </p><p>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. </p><p>And unlike legacy data terminals where it can take hours or even days, <a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a>’s data is updated within minutes of earnings reports. </p><p><a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠Fiscal.ai⁠⁠⁠</a> also tracks all the company-specific Segment &amp; KPI data so you don’t have to. </p><ul><li><p>Like to track Amazon’s Cloud Revenue? They’ve got it.</p></li><li><p>How about Spotify’s premium subscribers? </p></li><li><p>Or Google’s quarterly paid clicks?</p></li></ul><p>They’ve got all of it.</p><p><br /></p><p><br /></p><p></p>