Industrials / Basic Materials
Mr. Copley joined SSR as a Senior Partner in January 2012. He is a chemical engineer by education and has spent roughly half of his career in the chemical industry and half in investment research and equity management. Most recently Mr. Copley was Head of US Equities for Macquarie Securities Group, a Board director of Macquarie Securities USA (the broker dealer) for 3 years, and a member of the US management committee of Macquarie. Prior to Macquarie, Mr. Copley held the role of Global Head of Equity Research for HSBC. In addition to management roles in the equity business, he was a research analyst at Sanford C Bernstein & Co. LLC from 1996 to 2004, covering the chemical industry, where he was consistently ranked within the top three analysts in the sector.
Capital Goods: Caterpillar, Deere, ITW, Cummins, Eaton, Stanley Black & Decker, Parker Hannifin, Dover, Ingersoll Rand, Crane, Johnson Controls, Paccar, Pall, Flowserve, Donaldson, Timken, Pentair, Lincoln Electric, IDEX, Graco, Oshkosh, Borg Warner, Joy Global, Agco, Westinghouse AB, SPX Corp, Kennametal, Snap-On, Woodward, Nordson CLARCOR, Valmont, Trinity
Chemicals: Dow, DuPont, Air Products, PPG, Sherwin Williams, Ashland, IFF, Valspar, Newmarket, Cabot, Olin, Praxair, Airgas, LyondellBassell, Westlake, Huntsman, Rockwell, Cytec, Sigma Aldrich, Eastman, Albermarle, RPM, HB Fuller, PolyOne, Georgia Gulf (Axiall)
Conglomerates: GE, 3M, UTX, Honeywell, Carlisle, Danaher
Electrical Equipment: Emerson, Rockwell, Ametek, Hubble, Roper, Regal Beloit, Brady, II-VI, Franklin, Belden, General Cable, EnerSys
E&C: Fluor, Jacobs, URS, Quanta, KBR, AECOM, EMCOR
Metals and Mining: Alcoa, Newmont, Nucor, Cliffs, Carpenter, Commercial Metals, US Steel, Worthington, Freeport, Allegheny, Reliance Steel, Steel Dynamics, Compass Minerals
Packaging: Bemis, Ball, Sunoco, Sealed Air, Owens Illinois, Greif, Rock-Tenn, Aptar, Silgan, Packaging Corp of America
Paper: IP, Mead, Louisiana Pacific, Domtar, Buckeye
Transports: UPS, FedEx, Union Pacific, Norfolk Southern, Kansas City Southern, Landstar, Genesee Wyoming, Old Dominion, Ryder, Expeditors International, CH Robinson, Hertz, JB Hunt, CSX
Recent Blog Posts
When published, registered clients will be able to access the full-text of Graham Copley’s published research here.
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