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Vertium wins Investment Leadership Award
The Vertium Equity Income Fund, a managed investment fund designed to provide attractive income with a focus on capital preservation, has...
Jun 5, 2023

When Macro collides with Micro
Macro volatility always uncovers stock opportunities. Looking out for high quality stocks amid the volatility could be easier than you...
Apr 11, 2023


The Tortoise and the Hare
Wealth is ephemeral if risk management is ignored. Focussing on risk management is about treating investing as a marathon, not a sprint....
Jan 13, 2023


Actively managed equity strategies
Over the last five years the frequency of down months was extremely low. With a market environment so complacent it may have lulled...
Oct 14, 2022


FedEx Warning of a Global Recession
"We are seeing volume declines in every segment around the world" - FedEx CEO In September 2022, the FedEx (FDX) share price tumbled 30%...
Oct 7, 2022

The "buy the dip" era for stock markets is over
Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These...
Jul 13, 2022


A storm is brewing as bond yields surge
The recent deluge of rain on the East coast of Australia had devastating impacts. While the extent of the damage was unpredictably...
Apr 20, 2022


Rolling bubbles (and anti-bubbles)
“At the root of all financial bubbles is a good idea carried to excess” - Seth Klarman Fear, panic, despair, relief, hope, and euphoria....
Jan 11, 2022


Beware of Yield Traps
With interest rates at record lows, investors may be tempted to chase high dividend-yielding stocks to replenish lost income in their...
Oct 4, 2021


Design and Distribution Obligations
The Target Market Determination for the Vertium Equity Income Fund is available here. What are the Design and Distribution Obligations...
Aug 30, 2021
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