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Showing 1 - 10 of 15 results for "Sam Baillieu"

Copia, Mutual Limited sign distribution agreement

ANDREW MCKEAN  |  MONDAY, 16 MAY 2022
... distribute Mutual Limited's Mutual Cash, Mutual Income, Mutual Credit and Mutual High Yield funds. Copia chief executive Sam Baillieu was enthusiastic about the partnership with Mutual. Baillieu said: "In the current rising rate environment where investors ...

Copia launches impact fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 7 JUL 2021
... TT and offer Australian investors an exciting and differentiated environmental proposition," Copia chief executive Sam Baillieu said. "TT is committed to making an environmental impact, both through its investment choices and direct charitable allocations. ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... Partners and bring the highest-quality global investment products to Australian retail investors," Copia chief executive Sam Baillieu said. "The Artisan Global Discovery Fund provides investors with exposure to an attractive segment of the global equity ...

Copia secures exclusive partnership

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
... raising assets in the financial advice channel and we view our partnership as a good strategic and cultural fit." Sam Baillieu, chief executive of Copia said: "We're delighted to have an investment partner with the calibre of ECP. ECP brings to Copia ...

Boutique asset manager expands investment team

JAMIE WILLIAMSON  |  FRIDAY, 25 MAY 2018
... Salomon Smith Barney (Citigroup). Also welcoming Ramsay's appointment, Copia Investment Partners chief executive Sam Baillieu said: "It is exciting to see Ralton attract such an experienced investment professional to further broaden the investment team's ...

Copia boutique appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 10 APR 2018
... established in 2006 and specializes in concentrated, tax-efficient Australian equities strategies. Copia chief executive Sam Baillieu added: "It's pleasing to see Ralton attract such an experienced investment management professional. "Will has the experience ...

Former Bennelong chair joins Copia

KANIKA SOOD  |  THURSDAY, 15 MAR 2018
... well placed and resourced to partner strategically with existing and new investment managers," Copia chief executive Sam Baillieu said. Copia's newest fund Vertium Asset Management is attracting significant retail and institutional interest following ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... reduce this risk and form a key part of a balanced retirement portfolio. Copia Investment Partners chief executive Sam Baillieu said the company is delighted to have partnered with Teh and his team. "Jason's track record speaks for itself, but it is ...

Micro-cap fund recommended on debut

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... opportunities and real long-term capital growth potential." Chief executive of parent company Copia Investment Partners, Sam Baillieu, added: "This is obviously a pleasing result for OC and one that recognises the team's efforts as dedicated smaller ...

Top 10 investment stories in 2016

STAFF WRITER  |  THURSDAY, 22 DEC 2016
... mandate. Ralton Asset Management was chosen to manage a concentrated portfolio of large cap Australian equities. Sam Baillieu, chief executive of Ralton's distribution partner, Copia Investment Partners, said: "For Ralton, the mandate validates the strength ...
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