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
Chester LOGO
High-conviction Australian equities
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.

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...

“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