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Orora: a non-traditional income stock

Orora: a non-traditional income stock

LIVEWIRE | “Orora is one stock that is not considered a ‘traditional’ income stock. Given its earnings are relatively stable and its dividend payout ratio is set around 70%, Orora’s dividend is sustainable. Further, with 30% of its earnings retained and redeployed back into the business, the company has done an excellent job in creating […]

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20, September 2017
Australian equities
Telstra: Dog or darling? | Q&A with Jason Teh

Telstra: Dog or darling? | Q&A with Jason Teh

LIVEWIRE | Dividend unsustainable, even after the cut Looking ahead, with Telstra’s new dividend set at 22 cents per share, it may look like the dividend is sustainable at the current lower level. We do not think so. When the NBN migration is complete, we believe Telstra earnings per share will be very close to […]

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18, September 2017
Uncategorized
The ASX dividend dilemma | Q&A with Jason Teh

The ASX dividend dilemma | Q&A with Jason Teh

LIVEWIRE | The ASX has been viewed as a stable source of income, given the context above do you believe this is changing? Ever since the introduction of the dividend imputation system, Australian companies have recognised that shareholders value franking credits. Hence, Australian companies generally pay higher dividends as a form of capital management compared […]

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14, September 2017
Australian equities
Watchdog slams AGL on Liddell

Watchdog slams AGL on Liddell

AUSTRALIAN FINANCIAL REVIEW | “I’m just assuming the board will be rational about it. They had a rough plan sorted out for the post-Liddell world anyway for replacing that capacity. I suspect it will be further tweaking of that plan,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian […]

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14, September 2017
Australian equities | Australian shares
Exposing retirement investment myths

Exposing retirement investment myths

FINANCIAL STANDARD | Watch Jason Teh presenting at the Financial Standard Retirement Income Forum where he exposes some retirement investment myths and discusses how the newly launched Vertium Equity Income Fund seeks to deliver investors relative to the Australian share market: more income less risk, and greater returns.   As featured in Financial Standard

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04, September 2017
Retirement
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 31 AUG 2017 | The Vertium Equity Income Fund finished the month of August up 0.93%, ahead of the S&P/ASX 300 Accumulation Index which returned 0.75%. View report

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04, September 2017
Fund update