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Private Asset Management

Copia Investment Partners – Market Insights & Fund Performance

As we step into 2025, market volatility remains a key theme, with investors closely watching global economic shifts. Copia Investment Partners highlights insights from Howard Marks’ latest memo, examining potential market bubbles and valuation concerns. This update also covers:✅ Chester High Conviction Fund – A deep dive into themes like… Read More »Copia Investment Partners – Market Insights & Fund Performance

Aoris International Fund – 2024 Annual Letter to Investors

We are pleased to share the latest Annual Letter to Investors from our partner, Aoris Investment Management. In this letter, CIO Stephen Arnold reviews the key contributors to the Aoris International Fund Class A (Unhedged) performance in 2024, lessons learned, and strategies for mitigating investment misjudgments. He also provides insights… Read More »Aoris International Fund – 2024 Annual Letter to Investors

Fixed Income Solutions – Update Report

Income Strategies – Hybrids and Listed Debt Rate Sheet Fixed Income Solutions is pleased to share the latest Hybrid and Listed Debt Rate Sheet from Shaw and Partners Financial Services. This report (dated 30 January 2025) provides key insights into current market rates and income opportunities.