Multi-boutique asset management group Copia Investment Partners has announced a strategic partnership with ECP Asset Management, an Australian equities fund manager established by ex-Hyperion founder Emmanuel “Manny” Pohl.
Copia will provide exclusive retail distribution and marketing support for the Sydney-based fund manager’s Listed Investment Company ECP Emerging Growth Limited (formerly Barrack St Investments Ltd). It will also act as Responsible Entity for the ECP Growth Companies Fund, a soon to be launched unit trust which will provide retail investors access to the strategy that to date has only been available to institutional clients.
ECP is a high conviction Australian equities specialist investment manager established in 2013. The investment team includes six investment professionals and the business has built a successful well-rated institutional business with $1.7 billion under management.
The partnership with Copia is aimed at building ECP’s retail footprint and follows a period of significant investment by Copia to bolster its retail sales and marketing resources.
Manny Pohl, Chief Investment Officer of ECP said “We are excited to join forces with Copia as we take our institutional investment capability to the retail market. Copia has a proven track record in raising assets in the financial advice channel and we view our partnership as a good strategic and cultural fit.”
Sam Baillieu, Chief Executive Officer of Copia said “We’re delighted to have an investment partner with the calibre of ECP. ECP brings to Copia a highly respected and experienced institutional grade investment proposition that we are excited to take to the retail market.”
The “ECP AM All Cap” portfolio managed by ECP has performed in the top quartile over one and three years in the Mercer Investment Performance Survey Australian Shares (Long Only) Sub Universe as at September 2019*.
Copia has five investment partners under its distribution umbrella: OC Funds Management (Australian small companies), Ralton Asset Management (SMA specialist in Australian equities), Vertium Asset Management (Australian equity income), Chester Asset Management (High conviction Australian and Asian equities) and ECP Asset Management (High conviction growth Australian equities).
About Copia Investment Partners
Copia Investment Partners is an independent multi-boutique investment management group.
Past performance is not a reliable indicator of future performance. You should not rely on past performance to make investment decisions.
Information contained herein has been obtained from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy in the data supplied by any third party.
Copia Investment Partners Ltd (AFSL 229316, ABN 22 092 872 056) (Copia). The partner fund managers are representatives of Copia, except for ECP Asset Management who is a representative of EC Pohl & Co Pty Ltd (AFSL 421704). This document is for general information purposes only and does not take into account the specific investment objectives, financial situation or particular needs of any specific reader. Any opinions or recommendations contained in this document are subject to change without notice and Copia is under no obligation to update or keep any information in this document current.