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NEWS

Ralton Asset Management, July 2019 - News
Let’s face it, there are few free lunches in giving investment advice. Which makes any reward from reducing a client’s tax burden well worth the effort. For most advisers, the chance to present a tax effective investment solution to clients has strong appeal as part of the advice value proposition: the challenge is how do…
Copia Investment Partners, February 2019 - Fund update
PORTFOLIO UPDATES | Our specialist managed accounts provider, Ralton Asset Management, offers investors four tax-efficient Australian share portfolios that have delivered consistent outperformance over the long term. View Ralton's latest reports
Copia Investment Partners, February 2019 - Uncategorized
MONTH TO 31 JAN 2019 | The Vertium Equity Income Fund returned 2.06% for the month of January, underperforming the S&P/ASX 300 Accumulation Index, which returned 3.87%. View report  
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, 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 - 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