Ryan Wood from Artisan Partners provides a brief overview of the Artisan Global Value Fund, covering the team's investment philosophy, disciplined research process, portfolio approach and partnership with Copia.

As private credit has grown, so too have concerns around leverage, lending standards and risk. In this discussion, Bryan Krug explores the capital cycle, why some parts of the market have become overheated, and how a flexible approach across public and private credit can help uncover attractive opportunities while managing risk.

Ryan Wood from Artisan Partners explains the team's disciplined approach to identifying high-quality businesses trading below their intrinsic value, and the four key pillars that underpin their long-term investment process.

Artificial intelligence is reshaping the software landscape, but not all software businesses face the same risks. In this discussion, Bryan Krug explores how the team evaluates software companies, where opportunities remain, and why disciplined underwriting continues to be the key to navigating an evolving market.

Learn how the Global Value Fund can complement client portfolios and discover the disciplined research process behind every investment decision.

Information relating to financial year end 2026 is now available. If you have any questions, please contact our Client Services Team: P: 1800 442 129 or +61 3 9602 3199 E: clientservices@copiapartners.com.au Application and redemption processing on hold Applications and redemptions will not be processed until the distributions have been finalised The hold applies to any applications and redemptions placed after 2pm AEST on Tuesday, 30th June You can continue to submit applica

Recent market cycles have challenged one of the most relied-upon assumptions in portfolio construction: that bonds will always provide meaningful protection when equities fall. Scott Rundell, CIO at Mutual Limited, explores why traditional defensive allocations may need a rethink in today’s uncertain market environment. Originally presented at Entireti’s Online Series, you can now view the video on demand (watch: 45 mins). CPD points are available for viewing the webinar on-d

What the start of this decade has made increasingly clear is that today’s global security environment has become more uncertain, and we are living in a more dangerous world than before. Conflicts in Ukraine and Iran, along with broader geopolitical instability, are reinforcing the need for sustained investment in national defence. We believe this represents a shift from episodic spending cycles toward a more durable, multi-year rearmament phase. The question is no longer whet

We are pleased to announce that the Artisan Global Discovery Fund has been named a finalist in the Global Equities Small and Mid-Caps category at the 2026 Money Management Fund Manager of the Year Awards.

The Artisan Global Discovery Fund has been shortlisted for Global Equities Small and Mid-Caps Fund of the Year for the second consecutive year, while the Chester High Conviction Fund has been named a finalist in the Australian Large Cap Equity category.

Nga Lucas, Portfolio Manager, discusses how the OC Mid-Cap Fund has navigated a volatile market environment, including macroeconomic uncertainty, geopolitical tensions, inflation pressures and the impact of AI disruption on technology stocks. Nga also shares insights into recent portfolio positioning, selected opportunities in quality mid-cap companies, and the team’s outlook for markets over the medium to long term

If you had the potential opportunity to increase returns while reducing risk, wouldn’t you take it? For investors seeking a steady, income-generating investment that has historically shown far less volatility than other fixed income alternatives, bank loans—also known as leveraged, floating rate and broadly syndicated loans—might be the solution. The asset class has been a dependable source of income and return for investors for decades, delivering attractive performance ac

28 April 2026

We view private credit as a potentially valuable component of a diversified portfolio for investors seeking income and long-term capital appreciation. However, it is not a substitute for liquidity, nor is it risk-free. While the asset class can offer attractive income and portfolio diversification benefits, investors need to tread warily given broader risk dynamics and to fully understand said risks vs return prospects. Recent developments have brought private credit back i

With geopolitical tensions rising and oil prices moving higher, investors are once again navigating a more uncertain market environment. Despite recent volatility, the Australian credit market continues to function normally, with investors taking a more cautious approach amid ongoing uncertainty.

It is understandable that households with a mortgage would feel frustrated to see interest rates move higher just as inflation appeared to be easing. The Reserve Bank of Australia’s (RBA) recent decision to lift rates surprised some observers. From the RBA’s perspective, and for many market watchers, the logic is straightforward. Understanding that logic helps investors frame how portfolios should be positioned from here. Importantly, while higher rates pressure borrowers, th