Australian shares – Vertium Asset Management https://vertium.com.au Tue, 26 Feb 2019 04:50:22 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.9 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-13/ https://vertium.com.au/latest-report-vertium-equity-income-fund-13/#respond Thu, 13 Dec 2018 21:41:32 +0000 https://vertium.com.au/?p=3014 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-13/feed/ 0 VIDEO | September quarter fund wrap-up https://vertium.com.au/video-september-quarter-fund-wrap-up/ https://vertium.com.au/video-september-quarter-fund-wrap-up/#respond Thu, 15 Nov 2018 23:33:26 +0000 https://vertium.com.au/?p=2987  Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the September quarter wrap-up.

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]]> https://vertium.com.au/video-september-quarter-fund-wrap-up/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-12/ https://vertium.com.au/latest-report-vertium-equity-income-fund-12/#respond Tue, 06 Nov 2018 04:45:28 +0000 https://vertium.com.au/?p=2965 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-12/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-10/ https://vertium.com.au/latest-report-vertium-equity-income-fund-10/#respond Fri, 07 Sep 2018 06:04:23 +0000 https://vertium.com.au/?p=2885 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-10/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-9/ https://vertium.com.au/latest-report-vertium-equity-income-fund-9/#respond Thu, 02 Aug 2018 06:13:38 +0000 http://vertium.com.au/?p=2843 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-9/feed/ 0 VIDEO | June quarter fund wrap-up https://vertium.com.au/video-june-quarter-fund-wrap-up/ https://vertium.com.au/video-june-quarter-fund-wrap-up/#respond Tue, 31 Jul 2018 12:40:39 +0000 https://vertium.com.au/?p=2862 Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the second quarter wrap-up.

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]]> https://vertium.com.au/video-june-quarter-fund-wrap-up/feed/ 0 Caltex: Shrink to grow https://vertium.com.au/caltex-shrink-to-grow/ https://vertium.com.au/caltex-shrink-to-grow/#respond Fri, 08 Jun 2018 05:42:53 +0000 http://vertium.com.au/?p=2758 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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]]> https://vertium.com.au/caltex-shrink-to-grow/feed/ 0 VIDEO | March quarter fund wrap-up https://vertium.com.au/2695-2/ https://vertium.com.au/2695-2/#respond Fri, 11 May 2018 06:34:45 +0000 http://vertium.com.au/?p=2695 Watch Chief Investment Officer, Jason Teh, discuss performance, interest rates and current portfolio holdings in the first quarter wrap-up.  

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]]> https://vertium.com.au/2695-2/feed/ 0 The bubble in quality https://vertium.com.au/the-bubble-in-quality/ https://vertium.com.au/the-bubble-in-quality/#respond Fri, 27 Apr 2018 04:01:05 +0000 http://vertium.com.au/?p=2677 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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]]> https://vertium.com.au/the-bubble-in-quality/feed/ 0 The real danger lurking in the shadows https://vertium.com.au/risk-premium-danger-zone/ https://vertium.com.au/risk-premium-danger-zone/#respond Mon, 16 Apr 2018 02:57:44 +0000 http://vertium.com.au/?p=2632 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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