Mutual Limited was established in 2010 with its primary focus on credit and fixed interest (government, bank, corporate, structured and debt origination). The product offerings range from very conservative through to higher yield, catering for diversified investor return profiles. All products aim to deliver capital stability with varying levels of income through investing across a suite of defensive assets.

Sam Baillieu, Chief Executive Officer of Copia said “We’re delighted to partner with a highly credentialed investment manager like Mutual Limited which has built a solid track record and trusted reputation over its 11-plus year history. In the current rising rate environment where investors may be repositioning their portfolios toward greater floating rate exposure and shorter interest rate duration, we believe Mutual Limited has a compelling and relevant suite of solutions to cater for different investor profiles.”

The partnership with Copia reflects the higher growth ambitions of Mutual Limited which over recent years has expanded its product offering and enhanced capability via key executive recruitment.  Mutual Limited remains independently and majority owned by its founding directors and executives.

Wayne Buckingham, Managing Director of Mutual Limited said “We believe this is the right time to expand the distribution of our product offering and we believe Copia is the right partner to help us achieve this objective. Our purpose as a defensive asset manager is to offer investors a safe and predictable outcome, to provide regular income and stability in capital.  We are proud of our track record working with our investors to provide defensive investment solutions that are liquid when required, as was the case through the Covid pandemic.”

The Mutual Cash, Mutual Income and Mutual Credit Funds are all rated ‘Recommended’ by Zenith. The Mutual High Yield Fund is rated 4 stars by SQM with representation across multiple platforms.

Copia now has seven investment partners: OC Funds Management (Australian small companies), Vertium Asset Management (Australian equity income), Chester Asset Management (high conviction Australian mid-cap), ECP Asset Management (high conviction growth Australian equities), Artisan Partners (global small and mid-cap equities), TT International (global equity environmental impact) and Mutual Limited (cash, credit and fixed income).

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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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“We’re delighted to have Gordon join our growing investment team. He brings over 25 years of Australian equity experience, having held senior management roles within leading global resource and investment banking firms,” commented Stanley.

Welcoming Ramsay’s appointment, Sam Baillieu, Chief Executive Officer of parent company, Copia Investment Partners, said, “It is exciting to see Ralton attract such an experienced investment professional to further broaden the investment team’s skill set and to continue to build their reputation as a specialist managed accounts provider.”

Prior to Ralton, Gordon held senior management roles with FAR Ltd, UBS Investment Bank and Salomon Smith Barney (Citigroup). During this time, he developed a deep understanding of analysing and valuing stocks in key sectors including energy, resources and utilities.

Gordon holds a Bachelor of Science from the University of Western Ontario, Master of Business Administration (Finance and Marketing) from Monash University and is a Graduate of the Australian Institute of Company Directors.

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“We’re delighted to have someone of Will’s calibre join Ralton. He brings over 15 years’ experience having held senior portfolio management roles within the investment and superannuation industry,” commented Stanley.

Welcoming Riggall’s appointment, Sam Baillieu, Chief Executive Officer of parent company, Copia Investment Partners, said, “It’s pleasing to see Ralton attract such an experienced investment management professional. Will has the experience to help Ralton continue to build its reputation as a specialist managed accounts provider, while bringing complementary investment management skills to the team.”

Riggall joins from REST (Super Investment Management) where he was a Senior Investment Manager. Prior to REST, he spent time at Wallara Asset Management and AMP Capital where he was Portfolio Manager for the firm’s Sustainable Alpha Funds.

Will Riggall is a CFA charterholder and holds a Bachelor of Commerce from Monash University and a Bachelor of Arts (Mandarin) from The University of Melbourne.

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Loveday: The appointment of Loveday to Copia’s board strengthens its corporate governance, balance and independence. Loveday has been CEO of two funds management businesses and has held senior executive positions in banking, institutional stockbroking, asset consulting and investor relations. He served as chairman of Bennelong Funds Management Ltd from 2010 to 2014 and is a fellow of the Australian Institution of Company Directors.

Voskresensky, new CFO: Loveday’s appointment follows a busy start to 2018 with the appointment of Michael Voskresensky to chief financial officer. Voskresensky joined from Mutual Trust where he was general manager, finance.

Unit registry: Copia has also transitioned the unit registry of its managed funds to OneVue, Australia’s largest managed fund administration platform, after incumbent unit registry provider, NAB Asset Servicing, struck a deal with OneVue.

Vertium Asset Management: Copia’s newest fund (Vertium Equity Income Fund) has in the past few months been added to several platforms (BT Wrap, BT Panorama, Hub24 and FirstWrap) and last year also received a recommended rating from Lonsec. The fund is attracting significant retail and institutional interest, particularly in light of volatility returning to market in February 2018.

CEO Sam Baillieu said “Copia has the platform, structures and capabilities in place to scale up significantly and we’re committed to adding assets to our existing managers, as well as onboarding exciting new boutiques that complement our existing product offering.”

“The Australian investment management industry is due for a shake-up and managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new investment managers,” said Baillieu.

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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 is preparing for expansion and adding to our resources and capabilities. Michael brings a wealth of experience within financial services and will help to bolster our finance function and executive team during this time of business growth.”

“The Australian investment management industry is due for a shake-up and boutique fund managers with unique capabilities will play an important role in helping investors achieve their goals. Copia is well placed and resourced to partner strategically with existing and new boutique managers,” said Baillieu.

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The OC Micro-Cap Fund aims to deliver investors strong long-term capital growth by investing in Australian and NZ companies with a market cap of less than $350 million.

Robert Frost, OC’s Head of Investments, said, “We’re pleased our micro-cap strategy is now available through two of Australia’s leading platforms. It gives financial advisers the opportunity to provide their clients access to a diverse range of compelling and often under-researched companies at the smaller end of the market.”

“With around 1,800 businesses on the ASX with a market cap of less than $350 million, there is ample opportunity to find stocks that have the potential to deliver investors meaningful long-term capital growth,” Frost said.

The announcement follows the Fund’s recent ‘Recommended’ rating from research houses Zenith and Lonsec.

Congratulating OC, Sam Baillieu, CEO of OC’s parent company, Copia Investment Partners, said “Robert and his team are committed and highly rated smaller companies investors, so it’s pleasing to see OC broaden its reach through these platform inclusions.”

At the end of June, the Fund delivered investors over one, three and five years 15.4%, 14.0% p.a. and 15.7% p.a., respectively.

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Vertium founder and CEO, Jason said, “We are entering an era where people, largely ageing baby boomers, will redefine their investment needs and will demand a different investment approach. Investors approaching retirement or who have already retired have different investment needs.

At Vertium, we have one fund, one strategy and aim to do one thing very well. We aim to preserve retirement savings while delivering regular income, at the same time growing capital in a risk-controlled way so investors may have more for longer.

“Unlike investors accumulating wealth, retirees broadly need: regular income – to cover living expenses and to keep pace with inflation, lower investment risk – to preserve capital and reduce the impact of market downturns, and capital growth – to ensure their savings can adequately sustain them over the long term.

But, with living costs rising and people living longer, there is a real social and financial risk that retirees employing only an asset allocation strategy may outlive their savings. An equity income strategy has the potential to reduce this risk and become an integral part of a balanced retirement investment portfolio,” said Teh.

The Vertium Equity Income Fund is designed to address the needs and satisfy the risk appetite of retirees by providing an attractive mix of income, reduced volatility and capital growth.

In welcoming Vertium to Copia Investment Partners, CEO Sam Baillieu said, “We are delighted to have partnered with Jason and the Vertium team.

Jason’s track record speaks for itself, but it is his passion, integrity and singular focus on meeting client objectives that makes Vertium such an exciting investment manager partner. In addition, we believe there is enormous demand from investors and their advisers for a holistic equity income fund that meets the triple of objectives of more income, less risk and greater returns.”

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Stein joins OC as an Analyst from Altair Asset Management where he specialised in Australian small and mid-cap industrial and financial companies.

“We’re pleased to welcome Daniel to the team. He brings strong Australian smaller companies research and investment expertise that will complement our team’s capabilities,” Frost said.

“With the recent launch of our micro-cap fund, our investment universe has grown. Daniel will enable us to cover more stocks and identify value-creation opportunities for the long-term benefit of investors.”

Welcoming the appointment, Sam Baillieu, Chief Executive Officer of OC’s parent company, Copia Investment Partners, said “OC’s growth is testament to the solid long-term performance of its portfolios and recent release of a dedicated micro-cap strategy.”

“Robert and his team are committed and highly rated smaller companies investors, so its pleasing to see OC bolster its efforts through this appointment.”

Stein will support Robert Frost, Robert Calnon and Stephen Evans from OC’s Melbourne office and will be responsible for financial modelling and researching Australian small and micro-cap companies.

Stein is a CFA charterholder and holds a Bachelor of Commerce from the University of Western Australia.

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