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NEWS

Sam Cole, December 2018 - Fund update, Investment Manager
MONTH TO 30 NOV 2018 | The Vertium Equity Income Fund returned -1.15% for the month of November, outperforming the S&P/ASX 300 Accumulation Index by 1.03%. View report
Sam Cole, July 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, July 2018 - Fund update, Investment Manager
Global markets were sold down over the month of October as a series of macro-economic, political and geo-political factors conspired to undermine investor confidence resulting in a sharp equity market sell-off. Across the domestic small cap market, the sell-off was broad-based with the S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX Small Industrials Accumulation Index…
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 - 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, 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
Sam Cole, 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