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Latest report | Vertium Equity Income Fund

QUARTER TO 30 SEP 2018 | The Vertium Equity Income Fund returned -0.42% for the month of September, outperforming the S&P/ASX 300 Accumulation Index by 0.77%. During the September quarter, the Fund paid a distribution of 1.0 CPU. View report

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17, October 2018
Fund update

The phantom resource bear market of 2018

JASON TEH | What a difference a year makes. This time last year, the stock market was cheering the global synchronised growth story. Now, it is downbeat, fixated on tariff wars that could derail global growth, especially China. In our view, the tariff war is a side show to what is happening in China. The […]

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10, October 2018
Australian equities | Australian shares | Blog Post

Three Aussie stocks that pass the Buffett process

LIVEWIRE | JASON TEH While the Australian share market contains numerous companies that pass the first three filters, finding a stock with a sensible price tag has become increasingly challenging. However, Amcor passes all four of Buffet’s filters: Understandable business Amcor is relatively straightforward business, supplying packaging and containers globally for defensive end markets such […]

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28, September 2018
Australian equities | Australian shares | Blog Post

The yield trap of 2018

LIVEWIRE | DANIEL MUELLER In each of the previous 5 years, there have been several obvious candidates from which to ‘award’ the yield trap of the year. 2018 was harder. One could easily pick on AMP. But a combination of a lofty starting share price and lack of asset sales, due to management overhaul and […]

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26, September 2018
Blog Post

Latest report | Vertium Equity Income Fund

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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07, September 2018
Australian equities | Australian shares

Latest report | Vertium Equity Income Fund

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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02, August 2018
Australian equities | Australian shares

VIDEO | June quarter fund wrap-up

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

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31, July 2018
Australian equities | Australian shares | Video

Latest report | Vertium Equity Income Fund

QUARTER TO 30 JUN 2018 | The Vertium Equity Income Fund returned 2.86% for the month of June, underperforming the S&P/ASX 300 Accumulation Index by 0.33%. During the June quarter, the Fund paid a distribution of 2.6 CPU, taking the total distribution for FY18 to 5.6 CPU. View report

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31, July 2018
Fund update

Danger flags are waving

JASON TEH | There are moments in life where unnecessary risk is taken despite the warnings signs. For example, swimming outside the flags at the beach when the surf looks exciting. The flags are there for a reason, it protects you from turbulent currents that could suck you out to sea. For the stock market, […]

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31, July 2018
Blog Post

The next bluechips to cut their dividends

JASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” Warren Buffet. Yield traps are akin to a retiree couple thinking they’re attending ‘Swan Lake’ only to see Venom perform ‘Welcome to Hell’ […]

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27, June 2018
Blog Post