Financial planning – Copia Partners

High Conviction: How to find the best quality businesses in Australia

Copia Investment Partners — Tue, 21 May 2019 10:58:33 +0000

Active fund managers often talk about how they assess companies for ‘quality’ before they invest. In professional investment circles, this is a commonly used term that could almost qualify as industry jargon. But for the average Australian investor, you’d have to question how well the term ‘quality’ is really understood. It matters, because that simple term defines part of the holy grail many fundamental fund managers are trying to find and measure.

Get that quality call right and the prospects for long term outperformance for investors are greatly increased.

But what is quality and how does a fund manager go about looking for it?

Rob Tucker, Managing Director of Chester Asset Management (distributed by Copia) has penned an article explaining his team’s quest for quality – in simple terms that advisers can use with clients. And being true to label, Rob’s article concludes with his list of the highest quality companies listed on the ASX.

Now that’s what we call high conviction.

Reach out to Copia’s Distribution team for more info on Chester John Clothier Mani Papakonstantinos Jude Fernandez Sam Harris Matthew Roberts

Copia distributes 4 investment managers: OC, Ralton, Vertium and Chester.

Read our Livewire post here

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OC Funds Management Parent Entity Name Change

adminofcopia — Tue, 20 May 2014 05:53:41 +0000

OC Funds Management’s parent entity and distribution arm, also known as OC Funds Management Limited, is pleased to announce that it is changing its name to Copia Investment Partners (Copia).

Copia has evolved rapidly over the past five years and now represents a number of best of breed investment asset managers including Ralton Asset Management, Odey Asset Management and Imperia Investment Group.

Copia will also represent our heritage products, namely the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Concentrated Equity Fund which will continue to sit under the OC Funds Management brand.

Copia will provide key administration and distribution services to all of our partner funds (including OC Funds Management as it has done since 2000) to allow the respective investment managers to focus on managing client portfolios and generating strong investment returns.

Importantly, investors in the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Concentrated Equity Fund will not be affected in any way. The same quality investment team will continue to run the portfolios and will receive administrative and distribution support from Copia.

Please feel free to contact us if you require any further clarification regarding this exciting change.

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