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.

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...

PORTFOLIO UPDATES | Our specialist managed accounts provider, Ralton Asset Management, offers investors four tax-efficient Australian share portfolios that have delivered consistent outperformance over the long term. View Ralton’s latest reports  

PRESS RELEASE | Copia Investment Partners is pleased to announce the appointment of Bruce Loveday to the board as a non-executive director. The appointment of Loveday follows a string of announcements from the multi-boutique manager, which is gearing up for growth. Loveday – The appointment of Loveday to Copia’s board strengthens its corporate governance, balance. 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