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NEWS

Sam Cole, May 2018 - Australian equity, Investment Manager
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,…
Sam Cole, May 2018 - Australian equity, Investment Manager
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…
Sam Cole, March 2018 - Fund update, Investment Manager
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%…
Sam Cole, March 2018 - Investment Manager, Portfolio update
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  
Sam Cole, 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…
Sam Cole, 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…
Sam Cole, 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  
Sam Cole, 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…
Sam Cole, 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
Sam Cole, 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