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NBN cuts off $5.5b Telstra NBN revenue plan

NBN cuts off $5.5b Telstra NBN revenue plan

THE AUSTRALIAN | “Facing these pressures, there really isn’t that much Telstra can do right now,” Mr Teh said. “It will have to be business as usual, and things are not getting easier; to make money you have to provide services,” he added. “It’s easy to compete on price and disrupt when you are a […]

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31, August 2017
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NBN kills off Telstra $5.5b plan

NBN kills off Telstra $5.5b plan

AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management chief investment officer Jason Teh said Telstra is going through a massive transformation as the NBN rolls out. “In a post 2021 world, Telstra has already highlighted close to $3 billion of earnings are going to disappear,” Mr Teh said. As featured in the Australian Financial Review

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31, August 2017
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Woolies back in the retail race

Woolies back in the retail race

THE AUSTRALIAN | Vertium Asset Management chief investment officer Jason Teh said a highlight of the result was the strong cash flow, while the food business had a strong turnaround. Read full article in The Australian

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24, August 2017
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Q&A with Jason Teh

Q&A with Jason Teh

INDUSTRY MOVES | Jason Teh was a curious child who grew into a curious adult. Drawn to the stockmarket, and a search for ‘universal truths’, he carved out a successful career as a portfolio manager before partnering with Copia Investment Partners to launch Australian equity income boutique Vertium Asset Management. Jason tells Industry Moves about […]

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22, August 2017
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Corporate governance critical

Corporate governance critical

THE CONSTANT INVESTOR | At Vertium, corporate governance plays a large role in how we invest. Of all the governance factors, we believe CEO behaviour to be the most important because a CEO can directly influence a company’s value. If a CEO’s behaviour is not effectively monitored, their decisions can lead to corporate collapse. HIH […]

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22, August 2017
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Latest report available

Latest report available

MONTH TO 31 JUL 2017 | The Vertium Equity Income Fund report is now available for the month to 31 July 2017. Vertium Equity Income Fund update | July 2017      

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07, August 2017
Fund update