Australian equities – Vertium Asset Management

Latest report | Vertium Equity Income Fund

Insight — Thu, 13 Dec 2018 21:41:32 +0000

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

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Latest report | Vertium Equity Income Fund

Insight — Tue, 06 Nov 2018 04:45:28 +0000

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

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Latest report | Vertium Equity Income Fund

Insight — Fri, 07 Sep 2018 06:04:23 +0000

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

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Latest report | Vertium Equity Income Fund

Insight — Thu, 02 Aug 2018 06:13:38 +0000

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

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Caltex: Shrink to grow

Insight — Fri, 08 Jun 2018 05:42:53 +0000

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 […]

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VIDEO | March quarter fund wrap-up

Insight — Fri, 11 May 2018 06:34:45 +0000

Watch Chief Investment Officer, Jason Teh, discuss performance, interest rates and current portfolio holdings in the first quarter wrap-up.

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The bubble in quality

Insight — Fri, 27 Apr 2018 04:01:05 +0000

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 […]

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The real danger lurking in the shadows

Insight — Mon, 16 Apr 2018 02:57:44 +0000

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 […]

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Defensives: perception v reality

Insight — Wed, 11 Apr 2018 05:50:27 +0000

JASON TEH | Are Australian bond-like proxies going to suffer a bondcano moment? Certainly, stocks that have defensive characteristics have been sold down in recent months. And bond bears would have it that they are collateral damage from rising US yields. However, we believe this is a false narrative. Hence, we need to go back […]

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Myer shares soar on DJs takeover talk

Insight — Mon, 09 Apr 2018 00:28:21 +0000

SYDNEY MORNING HERALD | Daniel Mueller, portfolio manager at Vertium Asset Management, was sceptical about the merits of any merger, noting the retailers were trying to get out of leases not increase their footprints. “Some of the leases Myer is in are very long. You can’t go: ‘I’ll take over and hand the keys back […]

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