February 2020
- News
Ralton Asset Management has been sold by its investment partner Copia Investment Partners and acquired by 360 Capital Group, an ASX-listed, investment and funds management group with a market capitalisation of over $250m. Read More
February 2020
- News
Apart from catching up with family and friends and listening to Big Block on repeat with the kids, we spent countless hours during the recent holidays reading and thinking about the devastating impacts of Australia's bushfires and the big trends shaping markets into the new decade. One theme we have written about previously, that is…
January 2020
- Fund update
Copia Investment Partners is pleased to announce the Vertium Equity Income Fund has been added to five major investment platforms. The Fund - managed by Vertium Asset Management and distributed by Copia was added to the Macquarie Investment Manager/Consolidator, the Macquarie Super Manager/Consolidator and the AMP MyNorth platforms in December 2019. The Fund has also…
January 2020
- News
Background Like many local technology trailblazers before it, Catapult (CAT) has endured a turbulent first 5 years as a listed company on the ASX. One only has to view its historic share price to be reminded that the journey from emerging technology upstart to profitable global category leader is rarely straightforward. The saying “Things are…
January 2020
- Uncategorized
This notice is for investors in the following funds: OC Premium Small Companies Fund Chester High Conviction Fund Application and redemption processing on hold Applications and redemptions will not be processed until the half-yearly distributions have been finalised. The hold applies to any applications and redemptions placed after 2pm on 31 December 2019. You can…
November 2019
- News
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…
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…
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…
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…
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:…
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