Kopion Asset Management

Overview

Kopion Asset Management is a U.S.-based investment firm specializing in equity investments. The firm focuses on managing equity portfolios for individuals, families, and institutions, emphasizing a deep, fundamental, research-driven approach to identify companies with strong competitive positions and attractive long-term growth prospects. Kopion typically maintains a concentrated portfolio, aiming for long-term capital appreciation while minimizing downside risk. The investment philosophy emphasizes thorough analysis, disciplined risk management, and a long-term horizon for its holdings. The firm is headquartered in McKinney, Texas, and is registered with the SEC as an investment advisor. As of September 30, 2025, Kopion Asset Management reported assets under management of approximately $154 million, with 19 equity positions in its portfolio. The firm's investment strategy includes increasing holdings in companies such as Pros Holdings Inc., Powerfleet Inc., and ACI Worldwide Inc., while reducing exposure to firms like Ansys Inc., Magnite Inc., and Stratasys Ltd. Kopion's client letters provide insights into their investment approach and market perspectives, reflecting their commitment to transparent communication with clients. The firm's contact information is available on their official website, where prospective clients can find more details about their services and investment philosophy.

Investment Focus

• Accredited investors only
• Long-term investment horizon

Portfolio Companies