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Tim Flannery and Copia Capital’s Best Investment Ideas

Tim Flannery founded Copia Capital in May 2002. Copia Capital has $550 M in assets under management and is a market-neutral equity hedge fund. Copia Capital spun-off from FrontPoint Partners in 2010 and focuses on energy, materials, industrials, and utilities sectors. Tim Flannery, Dean  Du Monthier, David Grumhaus and George Shiau are in Copia’s senior investment team since its inception. Previously Flannery worked at Trove Partners, focusing on energy and utilities. Prior to that Flannery was with the consulting firm Metzler & Associates working on electric and gas utility industry. He received an MBA degree from the University of Chicago.

American Electric Power Company, Inc. (NYSE:AEP)

Copia Capital had 121 stocks in its 13F portfolio. Forty six of these stocks were constituents of the S&P 500 index and they lost 1.4% during the second quarter, underperforming the S&P 500 index by 1.5 percentage points. Copia’s largest stock positions might have performed better though. Here is how Flannery’s 10 biggest positions performed:

CompanyName Ticker Value Activity Return
PETROHAWK ENERGY CORP HK 8067 New 0.5%
PATTERSON U T I ENERGY INC PTEN 7701 473% 7.7%
HARVEST NATURAL RESOURCES HNR 6644 -9% -27.6%
AMERICAN ELECTRIC POWER AEP 6033 New 8.6%
OIL STATES INTERNATIONAL OIS 5848 -24% 5.0%
SPECTRA ENERGY CORP SE 5707 New 1.8%
NORTHWESTERN CORP NWE 5626 New 10.5%
P N M RESOURCES INC PNM 5576 New 13.2%
ANADARKO PETROLEUM APC 5448 New -6.2%
OASIS PETROLEUM INC OAS 5365 87% -6.1%

Tim Flannery’s 10 largest positions gained 0.6% during the second quarter, beating the S&P 500 index by 0.5 percentage points. His biggest two positions managed to beat the SPY by 4 percentage points. We provided links to each stock’s page where you can see the list of other hedge funds that have large positions in that stock. You can check Flannery’s top stock picks here.

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