THE AUSTRALIAN | It may be the most-hated bull market in history, but there are still some low-risk buying opportunities for income-focused investors, says Vertium Asset Management chief investment officer Jason Teh. “Every second week you hear a bear market prediction, and that’s a healthy sign,” he told The Australian yesterday. “I’m not seeing ridiculous earnings multiples.” […]
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 […]
Lonsec has awarded the Vertium Equity Income Fund its ‘Recommended’ rating following a review of the manager’s fund in October 2017 – just three months after Vertium Asset Management was launched by Jason Teh in partnership with Copia Investment Partners. In its review, Lonsec highlighted the fund’s “highly appealing” investment strategy and noted Vertium’s founder, […]
LIVEWIRE | “Orora is one stock that is not considered a ‘traditional’ income stock. Given its earnings are relatively stable and its dividend payout ratio is set around 70%, Orora’s dividend is sustainable. Further, with 30% of its earnings retained and redeployed back into the business, the company has done an excellent job in creating […]
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 […]
LIVEWIRE | The ASX has been viewed as a stable source of income, given the context above do you believe this is changing? Ever since the introduction of the dividend imputation system, Australian companies have recognised that shareholders value franking credits. Hence, Australian companies generally pay higher dividends as a form of capital management compared […]
AUSTRALIAN FINANCIAL REVIEW | “I’m just assuming the board will be rational about it. They had a rough plan sorted out for the post-Liddell world anyway for replacing that capacity. I suspect it will be further tweaking of that plan,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian […]
FINANCIAL STANDARD | Watch Jason Teh presenting at the Financial Standard Retirement Income Forum where he exposes some retirement investment myths and discusses how the newly launched Vertium Equity Income Fund seeks to deliver investors relative to the Australian share market: more income less risk, and greater returns. As featured in Financial Standard
MONTH TO 31 AUG 2017 | The Vertium Equity Income Fund finished the month of August up 0.93%, ahead of the S&P/ASX 300 Accumulation Index which returned 0.75%. View report
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 […]
