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Latest report | Vertium Equity Income Fund

Latest report | Vertium Equity Income Fund

MONTH TO 31 JULY 2019 | The Vertium Equity Income Fund delivered returned 2.30% for the month of July, underperforming  the S&P/ASX 300 Accumulation Index, which returned 2.97%. View report

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08, August 2019
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Tomas Vasquez joins Vertium as Portfolio Manager / Equity Analyst

Tomas Vasquez joins Vertium as Portfolio Manager / Equity Analyst

Vertium Asset Management has appointed Tomas Vasquez as Portfolio Manager/ Equity Analyst, reporting to Chief Investment Officer Jason Teh. Tomas has over 15 years’ experience in equity research. Before joining Vertium, Tomas was an Equities Analyst at Investors Mutual for over four years. Tomas has also held similar roles at CBA, ABN AMRO and Aspect […]

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07, May 2019
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Latest report | Vertium Equity Income Fund

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

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05, June 2018
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Latest report | Vertium Equity Income Fund

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

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23, January 2018
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Amazon finally launched in Australia

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

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06, December 2017
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Latest report | Vertium Equity Income Fund

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

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08, November 2017
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Is the stock market in a bubble?

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 […]

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19, October 2017
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Telstra: Dog or darling? | Q&A with Jason Teh

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 […]

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18, September 2017
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NBN cuts off $5.5b Telstra NBN revenue plan

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 […]

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31, August 2017
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NBN kills off Telstra $5.5b plan

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

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31, August 2017
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