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NEWS

Copia Investment Partners, May 2018 - Australian equity, Investment Manager
New research by Money Management shows that OC Funds Management has its entire range of Funds in the top quartile of its peer group over the five years to the end of calendar year 2017. Each of its Funds, including the OC Premium Small Companies Fund, the OC Dynamic Equity Fund and the OC Micro-Cap Fund,…
Copia Investment Partners, May 2018 - Australian equity, Investment Manager
The OC Dynamic Equity Fund has taken out the highly contested Australian Small Cap Equities Fund Manager of the Year Award for the 2018 Money Management/ Lonsec Award. Robert Frost, OC’s Head of Investments said “ We are extremely pleased to have won this award which recognises our focussed risk management and detailed screening process…
Copia Investment Partners, March 2018 - Appointments, Investment Manager, Portfolio administration, Unit registry
PRESS RELEASE | Copia Investment Partners is pleased to announce the appointment of Bruce Loveday to the board as a non-executive director. The appointment of Loveday follows a string of announcements from the multi-boutique manager, which is gearing up for growth. Loveday – The appointment of Loveday to Copia’s board strengthens its corporate governance, balance…
Copia Investment Partners, 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  
Copia Investment Partners, 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…
Copia Investment Partners, 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
Copia Investment Partners, 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
Copia Investment Partners, 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
Copia Investment Partners, 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.