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.
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.
If you thought building a retirement portfolio with interest rates at 1% was challenging enough, brace yourself for a new gauntlet being thrown down by our Canberra legislators. In a move that’s likely to change the way retirement portfolios are designed, the Federal Government is introducing a retirement income covenant that will require superannuation trustees. Read more...
Financial advisers may need to consider allocating more to defensive equity strategies for retiree clients to defend their income, according to Vertium Asset Management, a Copia investment partner. In its June quarter research paper, the equity income fund manager compared the past seven share market corrections during global slowdowns since 1990 to the most recent. Read more...
In our quest to evolve as fund managers we are constantly reading. Reading the likes of Peter Lynch, Warren Buffet (Alice Schroeder), Joel Greenblatt, Barton Biggs and Jack Schwager to understand what makes portfolio managers great. The list below is by no means exhaustive but includes some of these key attributes identified in our reading:. Read more...