Subscribe to our newsletter
Sign up to receive our regular updates and stay informed


Jane Harris, March 2018 - Appointments, Investment Manager, Portfolio administration, Unit registry
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…
Jane Harris, March 2018 - Australian equity, Investment Manager
FUND UPDATE | Suitable for investors looking for lower-risk equity market exposure or those drawing down on their savings, Jason Teh and his team invest the Vertium Equity Income Fund in quality Australian companies with attractive valuations that pay consistent and sustainable distributions with the aim of delivering investors more income with less risk and…
Jane Harris, February 2018 - Australian equity
VIDEO | Watch Vertium Asset Management's CIO Jason Teh discuss the Vertium Equity Income Fund for the December quarter. Watch now  
Jane Harris, February 2018 - Appointments
PRESS RELEASE | Copia Investment Partners is pleased to announce the appointment of Michael Voskresensky to the newly created role of chief financial officer, effective February 2018. Voskresensky joins from Mutual Trust where he was general manager, finance. Commenting on his appointment at Copia, chief executive officer, Sam Baillieu, said: “Following a strong 2017, Copia…
Jane Harris, February 2018 - Investment Manager
PODCAST | OC Funds Management's Head of Investments, Robert Frost, talks with Livewire about his approach to small-caps investing, being wary of hot stocks and themes and why travelling can make you a better investor. Listen to podcast
Jane Harris, February 2018 - Investment Manager
PRESS RELEASE | “Among advisers we’re finding there is an increasing need for equity income solutions like Vertium’s, especially as Australians are living longer and need to draw from their savings for a longer period,” said John Clothier, General Manager, Distribution at Copia Investment Partners, Vertium’s parent company. Read full article
Jane Harris, February 2018 - Investment Manager
PRESS RELEASE | Congratulating Vertium, Sam Baillieu, CEO of Vertium’s parent company, Copia Investment Partners, said, “It is a great result for Vertium to follow up their Recommended rating with the fund’s inclusion on the Hub24 and FirstWrap platforms well within their first year of business.” Read full article
Jane Harris, February 2018 - Portfolio administration, Unit registry
On 5 February 2018, Copia transitioned the unit registry of its managed funds (listed below) to OneVue, Australia's largest managed fund administration platform. As the responsible entity and trustee for the funds, we made the change to reflect new arrangements between NAB Asset Servicing, our previous unit registry provider, and OneVue. You can read more…
adminofcopia, November 2017 - Uncategorized
Congratulations team Copia on participating in the annual JP Morgan Corporate Challenge.
adminofcopia, July 2017 - Uncategorized
Copia Investment Partners has partnered with Jason Teh (ex Investors Mutual) to launch specialist Australian equity income boutique, Vertium Asset Management. One of Australia's leading equity income investors, Jason has brought together a team of experienced investment professionals who share a quality and value investment philosopy. Focused on delivering Australians a better investment outcome in…