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NEWS

Pablo Mones, September 2019 - News
Between 2010 and 2018 San Francisco has been one of the fastest growing regions of America with an ~36% increase in jobs created, fuelled by the Silicon Valley boom. This compares to ~14% increase in total number of jobs in the US across the same period [1]. As Tony Montana taught us “first you get…
Pablo Mones, September 2019 - News
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…
Copia Investment Partners, July 2019 - News
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…
Copia Investment Partners, July 2019 - News
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:…
Copia Investment Partners, July 2019 - News
Bear markets are great! Let me explain. Lower prices mean greater future returns. Bear markets always occur during global slowdowns as investor confidence is shaken from lower growth expectations. It is only when investor expectations are low that the foundation is set for fantastic returns. The usual definition of a bear market is based on…
Ralton Asset Management, July 2019 - News
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
Copia Investment Partners, May 2019 - News
People that know me know that I love a burger. If it doesn’t work out for me as an investor it has been suggested − that with my list of 74 burger joints sampled throughout Melbourne − I may have to fall back on a career as a burger blogger. My burger odyssey began enthusiastically…
Copia Investment Partners, May 2019 - Financial planning, News
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…
Copia Investment Partners, May 2019 - News
Vertium Asset Management has appointed Tomas Vasquez as Portfolio Manager/ Equity Analyst, reporting to Chief Investment Officer Jason Teh. Tomas has over 15 years’ experience in equity research. Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual for over four years. Tomas has also held similar roles at CBA, ABN AMRO and Aspect…
Copia Investment Partners, May 2019 - News
To cut or not cut? That is the question facing the National Australia Bank (NAB) Board. Just over a week ago, NAB announced another customer remediation provision, this time a whopping $749 million before tax for 1H19. Unsurprisingly, NAB announced a review of its dividend settings. We wrote about the looming risk of a NAB…