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Big hat, no cattle

Big hat, no cattle

SAM DYSON | Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two failed takeovers, […]

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16, November 2017
Australian equities | Australian shares
Santos projects in the spotlight for investors

Santos projects in the spotlight for investors

AUSTRALIAN FINANCIAL REVIEW | “These projects can be huge cash flow providers at the right oil price, but they also can create a huge contingent liability as well,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian Financial Review

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09, November 2017
Australian equities | Australian shares
Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 31 OCT 2017 | The Vertium Equity Income Fund returned 1.37% for the month of October, underperforming the S&P/ASX 300 Accumulation Index. View report

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08, November 2017
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