2017 – Vertium Asset Management

Latest report | Vertium Equity Income Fund

Sam Cole — Mon, 11 Dec 2017 22:49:58 +0000

MONTH TO 30 NOV 2017 | The Vertium Equity Income Fund returned 1.09% for the month of November, underperforming the S&P/ASX 300 Accumulation Index. View report

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Big hat, no cattle

Sam Dyson — Thu, 16 Nov 2017 01:55:40 +0000

SAM DYSON | Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two failed takeovers, […]

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Santos projects in the spotlight for investors

Sam Cole — Wed, 08 Nov 2017 22:42:08 +0000

AUSTRALIAN FINANCIAL REVIEW | “These projects can be huge cash flow providers at the right oil price, but they also can create a huge contingent liability as well,” said Jason Teh, Chief Investment Officer at Vertium Asset Management. Read full article in the Australian Financial Review

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Latest report | Vertium Equity Income Fund

Sam Cole — Wed, 08 Nov 2017 02:51:29 +0000

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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Equity ‘bubble’ fears overstated: Vertium AM

Sam Cole — Tue, 24 Oct 2017 22:47:47 +0000

INVESTOR DAILY | Most stocks on Australian and US stock exchanges are trading well below their pre-GFC valuations, says Vertium Asset Management chief investment officer Jason Teh, who will be speaking at the InvestorDaily Asset Strategy Forum 2017 next week. Read full article in Investor Daily

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Fund star Teh casts light on low-risk winners

Sam Cole — Tue, 24 Oct 2017 22:16:45 +0000

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.” […]

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Lonsec awards ‘Recommended’ rating

Sam Cole — Wed, 18 Oct 2017 22:48:01 +0000

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, […]

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The ASX dividend dilemma | Q&A with Jason Teh

Sam Cole — Wed, 13 Sep 2017 22:59:13 +0000

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 […]

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Watchdog slams AGL on Liddell

Sam Cole — Wed, 13 Sep 2017 22:44:36 +0000

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 […]

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Latest report | Vertium Equity Income Fund

Sam Cole — Mon, 04 Sep 2017 03:10:59 +0000

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

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