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Jun 5, 2023
Vertium wins Investment Leadership Award
The Vertium Equity Income Fund, a managed investment fund designed to provide attractive income with a focus on capital preservation, has...
Apr 11, 2023
When Macro collides with Micro
Macro volatility always uncovers stock opportunities. Looking out for high quality stocks amid the volatility could be easier than you...
Jan 13, 2023
The Tortoise and the Hare
Wealth is ephemeral if risk management is ignored. Focussing on risk management is about treating investing as a marathon, not a sprint....
Oct 14, 2022
Actively managed equity strategies
Over the last five years the frequency of down months was extremely low. With a market environment so complacent it may have lulled...
Oct 7, 2022
FedEx Warning of a Global Recession
"We are seeing volume declines in every segment around the world" - FedEx CEO In September 2022, the FedEx (FDX) share price tumbled 30%...
Jul 13, 2022
The "buy the dip" era for stock markets is over
Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These...
Apr 20, 2022
A storm is brewing as bond yields surge
The recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably...
Jan 11, 2022
Rolling bubbles (and anti-bubbles)
“At the root of all financial bubbles is a good idea carried to excess” - Seth Klarman Fear, panic, despair, relief, hope, and euphoria....
Oct 4, 2021
Beware of Yield Traps
With interest rates at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their...
Aug 30, 2021
Design and Distribution Obligations
The Target Market Determination for the Vertium Equity Income Fund is available here. What are the Design and Distribution Obligations...
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