First Zenith rating for ECP Growth Companies Fund is ‘Recommended’

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Copia Investment Partners has announced the ECP Growth Companies Fund has received a “Recommended” rating, in its first review by Zenith. The Fund offers investors a concentrated and benchmark-unaware exposure to Australian shares (typically 25 – 30 stocks) and is managed by Sydney-based ECP Asset Management. Copia distributes the Fund through an agreement signed in […]

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Vertium Equity Income Fund added to multiple platforms

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Copia Investment Partners is pleased to announce the Vertium Equity Income Fund has been added to five major investment platforms. The Fund – managed by Vertium Asset Management and distributed by Copia was added to the Macquarie Investment Manager/Consolidator, the Macquarie Super Manager/Consolidator and the AMP MyNorth platforms in December 2019. The Fund has also […]

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Retirees may need to dial up their defensive equity allocations to help protect capital

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Financial advisers may need to consider allocating more to defensive equity strategies for retiree clients to defend their income, according to Vertium Asset Management, a Copia investment partner. In its June quarter research paper, the equity income fund manager compared the past seven sharemarket corrections during global slowdowns since 1990 to the most recent correction […]

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Copia expands distribution team

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Multi boutique fund manager Copia Investment Partners has appointed Mani Papakonstantinos to the role of Distribution Manager covering Victoria and Western Australia, as it continues to build its business in Australia. Mani Papakonstantinos has over 13 years’ experience in the investment industry with roles spanning across distribution, research, and advice. Prior to joining Copia Investment […]

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