Entering the new year, many of these uncertainties remain unresolved with ongoing trade and geopolitical tension. Combined, this has created a mood of extreme caution amongst investors which has seen global equity markets and, indeed, most liquid asset classes sell off materially in the December quarter.

The good news for investors is that the steep sell-off has seen valuations on equities starting to price in a material slowdown in the global economy such that we believe there is valuation support now emerging in the market.

View December 2018 reports

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Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund, are ranked in the top quartile of the Australia Small/Mid Cap Category as published by leading industry commentator Money Management.

OC Micro-Cap is noted as the best performing OC product with the Fund having generated a 22.3% p.a. total return (after all fees) over the past five years.

Read more from Money Management here.

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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 that has been developed over many years of investing. We would like to thank all our investors for their continued support ”

Read the full article from Money Management here.

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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 and independence. Loveday has been CEO of two funds management businesses and has held senior executive positions in banking, institutional stockbroking, asset consulting and investor relations. He served as chairman of Bennelong Funds Management Ltd from 2010 to 2014 and is a fellow of the Australian Institution of Company Directors.

Voskresensky, new CFO – Loveday’s appointment follows a busy start to 2018 with the appointment of Michael Voskresensky to chief financial officer. Voskresensky joined from Mutual Trust where he was general manager, finance.

Unit registry – Copia has also transitioned the unit registry of its managed funds to OneVue, Australia’s largest managed fund administration platform, after incumbent unit registry provider, NAB Asset Servicing, struck a deal with OneVue.

Vertium Asset Management – Copia’s newest fund (Vertium Equity Income Fund) has in the past few months been added to several platforms (BT Wrap, BT Panorama, Hub24 and FirstWrap) and last year also received a recommended rating from Lonsec. The fund is attracting significant retail and institutional interest, particularly in light of volatility returning to market in February 2018.

CEO Sam Baillieu said: “Copia has the platform, structures and capabilities in place to scale up significantly and we’re committed to adding assets to our existing managers, as well as onboarding exciting new boutiques that complement our existing product offering.”

“The Australian investment management industry is due for a shake-up and managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new investment managers,” said Baillieu.

Also featured in Money Management, Financial Standard and Industry Moves

Media contact

Jane Harris, Head of Marketing, Copia Investment Partners | +61 9 9691 5410 | jharris@copiapartners.com.au

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