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.
“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.”
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.