Latest report | Vertium Equity Income Fund
MONTH TO 31 MAY 2018 | The Vertium Equity Income Fund returned 0.77% for the month of May, underperforming the S&P/ASX 300 Accumulation Index. View report
Latest report | Vertium Equity Income Fund
QUARTER TO 31 DEC 2017 | The Vertium Equity Income Fund returned 2.96% for the quarter to 31 December. View report
Amazon finally launched in Australia
CNBC | “Amazon’s not materially cheaper on a wide basket of items than the retailers,” said Vertium Asset Management portfolio manager Daniel Mueller. “The retailers are rallying. It’s a realization that Amazon is not going to kill Australian retail, at least not today.” Read full article on CNBC
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
Is the stock market in a bubble?
JASON TEH | It has been about 10 years since the Global Financial Crisis (GFC) began to unfold. Very few were prepared for the financial damage that ensued. And it has permanently impacted the psyche of many market pundits. Since then, there has been no shortage of bear market predictions and lately there has been […]
Telstra: Dog or darling? | Q&A with Jason Teh
LIVEWIRE | Dividend unsustainable, even after the cut Looking ahead, with Telstra’s new dividend set at 22 cents per share, it may look like the dividend is sustainable at the current lower level. We do not think so. When the NBN migration is complete, we believe Telstra earnings per share will be very close to […]
NBN cuts off $5.5b Telstra NBN revenue plan
THE AUSTRALIAN | “Facing these pressures, there really isn’t that much Telstra can do right now,” Mr Teh said. “It will have to be business as usual, and things are not getting easier; to make money you have to provide services,” he added. “It’s easy to compete on price and disrupt when you are a […]
NBN kills off Telstra $5.5b plan
AUSTRALIAN FINANCIAL REVIEW | Vertium Asset Management chief investment officer Jason Teh said Telstra is going through a massive transformation as the NBN rolls out. “In a post 2021 world, Telstra has already highlighted close to $3 billion of earnings are going to disappear,” Mr Teh said. As featured in the Australian Financial Review
Woolies back in the retail race
THE AUSTRALIAN | Vertium Asset Management chief investment officer Jason Teh said a highlight of the result was the strong cash flow, while the food business had a strong turnaround. Read full article in The Australian
Q&A with Jason Teh
INDUSTRY MOVES | Jason Teh was a curious child who grew into a curious adult. Drawn to the stockmarket, and a search for ‘universal truths’, he carved out a successful career as a portfolio manager before partnering with Copia Investment Partners to launch Australian equity income boutique Vertium Asset Management. Jason tells Industry Moves about […]