About

Established in 2006, we are a specialist Australian equities managed accounts provider led by seasoned investor, Andrew Stanley.

With a proven value-oriented approach and a long-term track record of consistent outperformance, we are entrusted to manage portfolios on behalf of retail and institutional clients.

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Andrew Stanley
Head of Australian Equities
BEc, LLB, MAppFin, CA

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Will Riggall
Portfolio Manager
BCom, BA

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Gordon Ramsay
Senior Investment Manager
BSc, MBA, GAICDA

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Shannon Lambert
Investment Analyst
BCom, LLB

“We specialise in managing concentrated, tax-efficient Australian share portfolios and work closely with some of Australia’s leading financial institutions, dealer groups and administration platforms to deliver our investment solutions. In addition, we manage institutional mandates on behalf of organisations and superannuation funds.”

 

Andrew Stanley
Head of Australian Equities

Partnering with Copia

We are a proud investment manager partner of Copia Investment Partners, an independent multi-boutique investment management group. Copia provides the resources and infrastructure we need to prosper, including distribution, marketing, operations and compliance services, enabling us to focus solely on delivering our investors superior long-term investment outcomes.