Jason Teh – Vertium Asset Management https://vertium.com.au Tue, 26 Feb 2019 04:50:22 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.9 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-8/ https://vertium.com.au/latest-report-vertium-equity-income-fund-8/#respond Wed, 13 Feb 2019 22:21:57 +0000 https://vertium.com.au/?p=3082 MONTH TO 31 JAN 2019 | The Vertium Equity Income Fund returned 2.06% for the month of January, underperforming the S&P/ASX 300 Accumulation Index, which returned 3.87%. View report

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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-8/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-14/ https://vertium.com.au/latest-report-vertium-equity-income-fund-14/#respond Fri, 18 Jan 2019 06:00:27 +0000 https://vertium.com.au/?p=3036 QUARTER TO 31 Dec 2018 | The Vertium Equity Income Fund returned -4.29% for the December quarter, outperforming the S&P/ASX 300 Accumulation Index by 4.12%. During the period, the Fund paid a distribution of 1.0 CPU. View report

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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-14/feed/ 0 VIDEO | September quarter fund wrap-up https://vertium.com.au/video-september-quarter-fund-wrap-up/ https://vertium.com.au/video-september-quarter-fund-wrap-up/#respond Thu, 15 Nov 2018 23:33:26 +0000 https://vertium.com.au/?p=2987  Watch Chief Investment Officer, Jason Teh, discuss performance and current portfolio holdings in the September quarter wrap-up.

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]]> https://vertium.com.au/video-september-quarter-fund-wrap-up/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-11/ https://vertium.com.au/latest-report-vertium-equity-income-fund-11/#respond Wed, 17 Oct 2018 03:00:42 +0000 https://vertium.com.au/?p=2943 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-11/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-10/ https://vertium.com.au/latest-report-vertium-equity-income-fund-10/#respond Fri, 07 Sep 2018 06:04:23 +0000 https://vertium.com.au/?p=2885 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-10/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-9/ https://vertium.com.au/latest-report-vertium-equity-income-fund-9/#respond Thu, 02 Aug 2018 06:13:38 +0000 http://vertium.com.au/?p=2843 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-9/feed/ 0 The next bluechips to cut their dividends https://vertium.com.au/the-next-bluechips-to-cut-their-dividends/ https://vertium.com.au/the-next-bluechips-to-cut-their-dividends/#respond Wed, 27 Jun 2018 02:13:07 +0000 http://vertium.com.au/?p=2805 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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]]> https://vertium.com.au/the-next-bluechips-to-cut-their-dividends/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-7/ https://vertium.com.au/latest-report-vertium-equity-income-fund-7/#respond Tue, 05 Jun 2018 01:16:39 +0000 http://vertium.com.au/?p=2735 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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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-7/feed/ 0 Latest report | Vertium Equity Income Fund https://vertium.com.au/latest-report-vertium-equity-income-fund-6/ https://vertium.com.au/latest-report-vertium-equity-income-fund-6/#respond Wed, 02 May 2018 23:46:06 +0000 http://vertium.com.au/?p=2682 MONTH TO 30 APR 2018 | The Vertium Equity Income Fund returned 1.60% for the month of  April, against the S&P/ASX 300 Accumulation Index return of 3.78%. View report  

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]]> https://vertium.com.au/latest-report-vertium-equity-income-fund-6/feed/ 0 The bubble in quality https://vertium.com.au/the-bubble-in-quality/ https://vertium.com.au/the-bubble-in-quality/#respond Fri, 27 Apr 2018 04:01:05 +0000 http://vertium.com.au/?p=2677 JASON TEH | It is hard to spot a market bubble in the making. As they inflate, market participants often rationalise their investment decisions as to why they are paying higher prices. It’s only after they burst that that bubbles become clear. The most recent bubble bursting has been Bitcoin. Now we would contend that […]

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