PARTNERING FOR PROSPERITY

For investment managers, we offer the opportunity to prosper.
For investors, we offer investment opportunity.

OUR INVESTMENT MANAGERS

From Australian equities to global investments, we offer the opportunity to invest across regions, strategies and asset classes.

Australian small and micro-cap equities
Australian equity managed accounts
Australian equity income
Global investments

ESTABLISH | GROW | SUPPORT

Copia is an independent multi-boutique investment management group.

We partner with select investment managers to establish, grow and support successful boutique businesses, while harnessing their unique capabilities for the benefit of investors.

New research by Money Management shows that OC Funds Management has its entire range of Funds in the top quartile of its peer group over the five years to the end of calendar year 2017. Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund,. Read more...

The OC Dynamic Equity Fund has taken out the highly contested Australian Small Cap Equities Fund Manager of the Year Award for the 2018 Money Management/ Lonsec Award. Robert Frost, OC’s Head of Investments said “ We are extremely pleased to have won this award which recognises our focussed risk management and detailed screening process. Read more...

FUND UPDATES | Our Australian smaller companies specialist, OC Funds Management, offers investors access to the growth potential of Australian mid, small and micro-cap companies. Over the long-term the team’s three portfolios have delivered investors strong returns, with the OC Premium Small Companies Fund, OC Dynamic Equity Fund and OC Micro-Cap Fund returning 2.2%, 2.3%. Read more...

“We firmly believe in the multi-boutique partnership model. We believe it encourages a focused approach to investing, creating an environment where investment managers can prosper and ultimately, achieve superior outcomes for investors.”

Sam Baillieu
Chief Executive Officer