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…
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…
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…
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…
April 2019
- Australian equity
The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have reached a fever pitch. Source: Google trends It is interesting to note that in February 2005 the same search terms also reached extreme levels. Yes, a global recession did occur…
April 2019
- News
While providers of separately managed accounts (SMAs) benefit from high demand due to the transparency of their offering, there is a growing awareness that this comes with a greater need for more clarity and depth of reporting. Speaking at an Institute of Managed Account Professionals seminar this morning in Sydney, head of Australian equities at…
April 2019
- Appointments
Multi boutique fund manager Copia Investment Partners has appointed Sam Harris as Distribution Manager in its Sydney office, reporting to General Manager Distribution John Clothier. Sam has over 15 years’ experience in the wealth management industry. Prior to joining Copia, Sam spent over 8 years at Investors Mutual Ltd, where he was most recently Relationship Manager…
March 2019
- News
We’ve come to accept paying a higher price to be first in line to board a plane, but that’s not necessarily the case with SMA portfolios. If you are a financial adviser using SMA equity portfolios for your clients, you have the option of choosing between two types of SMA provider – a specialist or…
March 2019
- Appointments
Multi boutique fund manager Copia Investment Partners has appointed Jude Fernandez as Distribution Manager, reporting to General Manager Distribution John Clothier. Jude will split his office locations between Sydney and Melbourne. Jude has over 20 years’ experience in the financial services industry. Prior to joining Copia, Jude was National Sales Manager for Paradice Investment Management for four…
February 2019
- Appointments
We’re excited to welcome to the Copia team Matthew Roberts, who joins us from IOOF. As Distribution Manager, Matt will be focussed on building relationships with advice practices in NSW and Queensland, and will report to General Manager Distribution John Clothier. Matt will help promote the capabilities of Copia’s four investment partners – OC, Vertium,…
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