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Investment Team

With a singular investment strategy to focus on, Vertium has a high concentration of talent dedicated to deliver on its equity income objective 

A blend of talent generating ideas and making investment decisions

The Vertium investment team investment team includes three members. The investment team members have an array of professional experience across the investment management industry with a range of sector coverage experience. The collective experience of the team includes names like: Investors' Mutual Limited, Mercer Investments, Morningstar, Franklin Templeton and MMC Asset Management.   

Portfolio management

While Vertium adopts a collegiate approach in its investment process, with all team members sharing research responsibilities, ultimate responsibility for portfolio decisions rest with the Chief Investment Officer, Jason Teh. 

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This includes stock selection and position sizes, option strategy and overall risk management of the portfolio.

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Jason Teh

Chief Investment Officer
MFin, BSc

Jason founded Vertium Asset Management in 2017 and has around 20 years’ Australian equity investment management experience. He leads Vertium’s investment team and is responsible for the firm’s investment philosophy, process and portfolio management.

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Before establishing Vertium, Jason was a Senior Portfolio Manager at Investors Mutual. He was the architect of the Investors Mutual Equity Income Fund, which he successfully managed for almost six years. As the second-longest serving employee at Investors Mutual spanning over 16 years, he had a variety of roles including managing a share of the Investors Mutual Australian Share Fund and as an Equity Analyst and Senior Quantitative Analyst.

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Denis Donohue

Portfolio Manager
BCom, FCPA

Denis joined Vertium in 2024 as a Portfolio Manager and is a seasoned investment manager with 34 years of industry experience.

 

Previously at Pentalpha Investment Management, he held leadership roles including Head of Investments. His diverse career spans founding a boutique investment firm, leading Australian equities across multiple firms (Suncorp, Solaris, Pentalpha), and tackling various GICS industy sectors. Donohue's background encompasses equities analysis, portfolio management, as well as equities and derivatives trading.

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Daniel Mueller

Portfolio Manager/Equity Analyst

BCom, GDipAppFin, CA, CFA

Daniel joined Vertium Asset Management in 2017 as a Portfolio Manager / Equity Analyst and brings with him nearly 15 years’ Australian equity investment management experience. At Vertium, Daniel assists the CIO and is responsible for researching and analyzing Australian companies.

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Prior to Vertium, Daniel was a Senior Equities Analyst / Portfolio Manager at Forager Funds where he was responsible for assisting with Forager’s Australian equities portfolio.

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Before Forager, Daniel held similar roles at Morningstar, Northward Capital, Investors Mutual, Cannae Capital and MMC Asset Management.

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Trent Crawley

Portfolio Manager/Equity Analyst 

BCom, CAIA, CFA

Trent joined Vertium in 2017 as an Equity Analyst. He has around seven years’ investment management experience. At Vertium, Trent is responsible for researching and analyzing Australian companies.

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Before joining Vertium, Trent was a Trader at Franklin Templeton Investments Australia and an Investment Analyst at Mercer Investments.

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© 2023 Vertium Asset Management

The rating issued October 2021 APIR OPS1827AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS1827AU May 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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