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NEWS

adminofcopia, July 2016 - Uncategorized
In July 2016, Copia terminated its partnership with boutique Hong Kong-based Asian equities manager, Imperia Investment Group. Copia will no longer support Imperia in the Australian market and will subsequently wind up the Imperia Asia Fund for which Copia is the responsible entity. “We would like to thank Simon Leversha, founder and Chief Investment Officer…
adminofcopia, May 2016 - Uncategorized
Fund name Distribution payment date Distribution statement date Tax statement date OC Dynamic Equity Fund (OPS0001AU) 20 July 2016 25 July 2016 1 August 2016 OC Premium Small Companies Fund (OPS0002AU) 20 July 2016 25 July 2016 1 August 2016 OC Concentrated Equity Fund (OPS0004AU) 20 July 2016 25 July 2016 1 August 2016 OC…
adminofcopia, April 2016 - Uncategorized
Copia Investment Partners continues to build out its distribution capability appointing Jacinta King as Business Development Associate. Based in Copia’s Melbourne head office, King will support the firm’s distribution efforts as Copia’s retail footprint and group funds under management grow. “We are thrilled to make another appointment in Copia’s sales team. Jacinta will work closely…
adminofcopia, February 2016 - Uncategorized
Copia Investment Partners has appointed Angela Vincent as State Manager, Northern Region, to bolster the firm’s distribution effort. “We are pleased to make another senior appointment in Copia’s distribution team. Angela brings platform and funds management experience that complements that of State Manager, Southern Region, Adam Tweedale, and Account Manager, Sean Paul McGoldrick. Her primary focus will be to…
adminofcopia, December 2015 - Uncategorized
Copia Investment Partners’ Chief Executive Officer, Sam Baillieu, is pleased to announce Copia’s funds under management has reached $1 billion. “We’re extremely proud to reach this milestone in our short history as a multi-boutique investment management group. During the last year, Copia has gathered even greater momentum in the market thanks to the solid performance…
adminofcopia, August 2015 - Uncategorized
Copia Investment Partners (Copia) continues to grow its retail footprint with the inclusion of its investment managers on some of Australia’s leading platforms over the past six months.   OC Funds Management’s flagship offering, the OC Premium Small Companies Fund, is now available for investment on Colonial First State’s FirstChoice and FirstWrap platforms. Australian equities…
adminofcopia, August 2015 - Uncategorized
With five local and international investment managers now in its line-up and their increasing penetration into the institutional and retail markets, Copia Investment Partners’ (Copia) funds under management (FUM) is fast approaching $1 billion.   “Copia has experienced significant growth in the last 12 months. Thanks to the efforts of our distribution team and the traction…
adminofcopia, June 2015 - Uncategorized
Please see below for the Copia Investment Partners year end disitribution timetable:  Fund Name  Distribution Payment Date  Distribution Statement Date  Tax Statement Date  OC Dynamic Equity Fund (OPS0001AU)  20 July 2015  23 July 2015  4 August 2015  OC Premium Small Companies Fund (OPS0002AU)  20 July 2015  23 July 2015  4 August 2015  OC Concentrated Equity…
adminofcopia, November 2014 - Uncategorized
Copia Investment Partners has appointed Adam Tweedale to the role of state manager, southern region as it continues to build its business in Australia. Tweedale was previously director of distribution at Bennelong Funds Management. Prior to that he held positions at APN Property Group, Vanguard Investments and Macquarie Bank. Copia Investment Partners executive director Sam…
adminofcopia, May 2014 - Australian equity, Financial planning
OC Funds Management’s parent entity and distribution arm, also known as OC Funds Management Limited, is pleased to announce that it is changing its name to Copia Investment Partners (Copia).   Copia has evolved rapidly over the past five years and now represents a number of best of breed investment asset managers including Ralton Asset Management, Odey Asset…