Latest report | Vertium Equity Income Fund
MONTH TO 30 Nov 2018 | The Vertium Equity Income Fund returned -1.15% for the month of November, outperforming the S&P/ASX 300 Accumulation Index by 1.03%. View report
VIDEO | September quarter fund wrap-up
Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the September quarter wrap-up.
Latest report | Vertium Equity Income Fund
MONTH TO 31 OCT 2018 | The Vertium Equity Income Fund returned -2.85% for the month of October, outperforming the S&P/ASX 300 Accumulation Index by 3.31%. View report
Latest report | Vertium Equity Income Fund
MONTH TO 31 AUG 2018 | The Vertium Equity Income Fund returned -0.72% for the month of August, underperforming the S&P/ASX 300 Accumulation Index, which returned 1.40%. View report
Latest report | Vertium Equity Income Fund
MONTH TO 31 JUL 2018 | The Vertium Equity Income Fund returned 1.34% for the month of July, outperforming the S&P/ASX 300 Accumulation Index by 0.04%. View report
VIDEO | June quarter fund wrap-up
Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the second quarter wrap-up.
Caltex: Shrink to grow
SAM DYSON | Investors love companies that can deploy capital at high returns over a long period of time. However, great shareholder returns can also be achieved from companies that shrink their capital base. Take Caltex for example. It operates in an industry perceived to be dying. Vehicles are ever more fuel-efficient, and cheap battery […]
VIDEO | March quarter fund wrap-up
Watch Chief Investment Officer, Jason Teh, discuss performance, interest rates and current portfolio holdings in the first quarter wrap-up.
The bubble in quality
JASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend that […]
The real danger lurking in the shadows
JASON TEH | While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows is the prospect of rising risk premiums. Interest rates globally have already normalised and maybe there is a little more to go. And today bond-like stocks already have wide risk premiums. But […]