Copia signs exclusive partnership and launches Artisan Global Discovery Fund


Eric Colson

Copia Investment Partners has announced a strategic partnership with Artisan Partners, a global asset manager with $A172 billion under management worldwide as at 31 May 2020.

Under the agreement Copia will act as exclusive retail distributor for Artisan Partners’ Global Discovery strategy in Australia and New Zealand. The Artisan Global Discovery Fund, an investment fund domiciled in Australia, was launched to retail investors on June 19.  The retail strategy augments Artisan Partners’ successful institutional footprint already established in Australia, with $A6 billion under management as at 31 May 2020.

The Fund provides exposure to small and mid-sized global companies which the portfolio managers consider to be on the cusp of strong profit growth. The strategy has been managed by Artisan Partners since September 2017 and was launched by a team which has managed growth-oriented portfolios since 1997.

Eric Colson, Chief Executive Officer of Artisan Partners said, “We are excited to partner with Copia and be able to offer for the first time our investment capability to Australian retail investors. Our partnership is a good strategic fit given Copia’s strong distribution capability through the financial adviser network, where we believe this strategy will have particular appeal.”

Sam Baillieu, Chief Executive Officer of Copia said, “We’re delighted to represent Artisan Partners and bring the highest-quality global investment products to Australian retail investors. The Artisan Global Discovery Fund provides investors with exposure to an attractive segment of the global equity market and is managed by a highly experienced and proven investment team.”

Copia has five investment partners under its distribution umbrella: OC Funds Management (Australian small companies), Vertium Asset Management (Australian equity income), Chester Asset Management (High conviction Australian and Asian equities), ECP Asset Management (High conviction growth Australian equities) and Artisan Partners (Global small and mid-cap equities).

The Fund invests in shares of the Artisan Global Discovery Fund, a sub-fund of Artisan Partners Global Funds PLC, which is authorised as an Undertaking for Collective Investment in Transferable Securities (UCITS) and organised under the laws of Ireland.  Artisan Partners Limited Partnership is the investment manager to Artisan Partners Global Funds PLC. Copia is the issuer, distributor and responsible entity of the Fund.

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