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Sam Cole, February 2018 - Australian equity
VIDEO | Watch Vertium Asset Management's CIO Jason Teh discuss the Vertium Equity Income Fund for the December quarter. Watch now  
Sam Cole, February 2018 - Appointments
PRESS RELEASE | Copia Investment Partners is pleased to announce the appointment of Michael Voskresensky to the newly created role of chief financial officer, effective February 2018. Voskresensky joins from Mutual Trust where he was general manager, finance. Commenting on his appointment at Copia, chief executive officer, Sam Baillieu, said: “Following a strong 2017, Copia…
Sam Cole, February 2018 - Investment Manager
PODCAST | OC Funds Management's Head of Investments, Robert Frost, talks with Livewire about his approach to small-caps investing, being wary of hot stocks and themes and why travelling can make you a better investor. Listen to podcast
Sam Cole, February 2018 - Investment Manager
PRESS RELEASE | “Among advisers we’re finding there is an increasing need for equity income solutions like Vertium’s, especially as Australians are living longer and need to draw from their savings for a longer period,” said John Clothier, General Manager, Distribution at Copia Investment Partners, Vertium’s parent company. Read full article
Sam Cole, February 2018 - Investment Manager
PRESS RELEASE | Congratulating Vertium, Sam Baillieu, CEO of Vertium’s parent company, Copia Investment Partners, said, “It is a great result for Vertium to follow up their Recommended rating with the fund’s inclusion on the Hub24 and FirstWrap platforms well within their first year of business.” Read full article
Sam Cole, February 2018 - Portfolio administration, Unit registry
On 5 February 2018, Copia transitioned the unit registry of its managed funds (listed below) to OneVue, Australia's largest managed fund administration platform. As the responsible entity and trustee for the funds, we made the change to reflect new arrangements between NAB Asset Servicing, our previous unit registry provider, and OneVue. You can read more…
adminofcopia, November 2017 - Uncategorized
Congratulations team Copia on participating in the annual JP Morgan Corporate Challenge.
adminofcopia, July 2017 - Uncategorized
Copia Investment Partners has partnered with Jason Teh (ex Investors Mutual) to launch specialist Australian equity income boutique, Vertium Asset Management. One of Australia's leading equity income investors, Jason has brought together a team of experienced investment professionals who share a quality and value investment philosopy. Focused on delivering Australians a better investment outcome in…
adminofcopia, June 2017 - Uncategorized
The 2017 financial year end distribution timetable is now available. The funds paying a distribution for the period ending 30 June 2017 are:    Fund Name  OC Premium Small Companies Fund (OPS0002AU)  OC Dynamic Equity Fund (OPS0001AU)  OC Micro-Cap Fund (OPS0004AU)  Copia Cash Management Fund (OPS0010AU)  Odey International Fund (OPS0011AU)    Key Dates  Distribution payment…
adminofcopia, September 2016 - Uncategorized
OC Funds Management's flagship portfolio, the OC Premium Small Companies Fund, has been added to the MLC Wrap and Navigator platforms. "This is another key win for OC. The team continues to gain traction among the retail market thanks to their solid long-term performance and the work of Copia's distribution team," said Sam Baillieu, Chief…