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Copia Investment Partners, July 2020 - News

Copia Investment Partners has announced a strategic partnership with Artisan Partners, a global asset manager with $A172 billion under management worldwide as at 31 May 2020.

 

Under the agreement Copia will act as exclusive retail distributor for Artisan Partners’ Global Discovery strategy in Australia and New Zealand. The Artisan Global Discovery Fund, an investment fund domiciled in Australia, was launched to retail investors on June 19.  The retail strategy augments Artisan Partners’ successful institutional footprint already established in Australia, with $A6 billion under management as at 31 May 2020.

 

The Fund provides exposure to small and mid-sized global companies which the portfolio managers consider to be on the cusp of strong profit growth. The strategy has been managed by Artisan Partners since September 2017 and was launched by a team which has managed growth-oriented portfolios since 1997.

 

Eric Colson, Chief Executive Officer of Artisan Partners said, “We are excited to partner with Copia and be able to offer for the first time our investment capability to Australian retail investors. Our partnership is a good strategic fit given Copia’s strong distribution capability through the financial adviser network, where we believe this strategy will have particular appeal.”

 

Sam Baillieu, Chief Executive Officer of Copia said, “We’re delighted to represent Artisan Partners and bring the highest-quality global investment products to Australian retail investors. The Artisan Global Discovery Fund provides investors with exposure to an attractive segment of the global equity market and is managed by a highly experienced and proven investment team.”

 

Copia has five investment partners under its distribution umbrella: OC Funds Management (Australian small companies), Vertium Asset Management (Australian equity income), Chester Asset Management (High conviction Australian and Asian equities), ECP Asset Management (High conviction growth Australian equities) and Artisan Partners (Global small and mid-cap equities).

 

The Fund invests in shares of the Artisan Global Discovery Fund, a sub-fund of Artisan Partners Global Funds PLC, which is authorised as an Undertaking for Collective Investment in Transferable Securities (UCITS) and organised under the laws of Ireland.  Artisan Partners Limited Partnership is the investment manager to Artisan Partners Global Funds PLC. Copia is the issuer, distributor and responsible entity of the Fund.

 

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This information has been prepared by Copia Investment Partners Limited (AFSL 229316 , ABN 22 092 872 056) the issuer, distributor and responsible entity of the Artisan Global Discovery Fund. This document provides information to help investors and their advisers assess the merits of investing in financial products. We strongly advise investors and their advisers to read information memoranda and product disclosure statements carefully and seek advice from qualified professionals where necessary. The information in this document does not constitute personal advice and does not take into account your personal objectives, financial situation or needs. It is therefore important that if you are considering investing in any financial products and services referred to on this document, you determine whether the relevant investment is suitable for your objectives, financial situation or needs. You should also consider seeking independent advice, particularly on taxation, retirement planning and investment risk tolerance from a suitably qualified professional before making an investment decision. Neither Copia Investment Partners Limited, nor any of our associates, guarantee or underwrite the success of any investments, the achievement of investment objectives, the payment of particular rates of return on investments or the repayment of capital. Copia Investment Partners Limited publishes information in the document that is, to the best of its knowledge, current at the time and Copia is not liable for any direct or indirect losses attributable to omissions from the document, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.

© 2020 Copia Investment Partners Ltd.

The Artisan Global Discovery Fund invests all or substantially all of its assets in Artisan Global Discovery Fund (Fund), a sub-fund of Artisan Partners Global Funds plc. Artisan Partners Limited Partnership serves as investment manager to the Fund. Artisan Partnership Limited Partnership, its affiliates and Artisan Partners Global Funds plc (together, Artisan Partners) are not affiliated with Copia Investment Partners. Artisan Partners does not take any responsibility for the accuracy or completeness of the contents of these materials, any representations made herein, or the performance of the Artisan Global Discovery Fund offered by Copia Investment Partners. Artisan Partners disclaims any liability for any direct, indirect, consequential or other losses or damages, including loss of profits, incurred by you or by any third party that may arise from any reliance on these materials. Artisan Partners is not responsible for, nor involved in, the marketing, distribution or sales of shares or interests in the Artisan Global Discovery Fund and is not responsible for compliance with any marketing or promotion laws, rules or regulations; and no third party, other than Copia Investment Partners, is authorised to make any statement about any of Artisan Partners’ products or services in connection with any such marketing, distribution or sales. Past performance by any other funds or accounts advised by Artisan Partners, including the Fund into which the Artisan Global Discovery Fund invests, is not indicative of any future performance by the Artisan Global Discovery Fund. © 2020 Artisan Partners. All rights reserved.

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