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Investment Team

With a singular investment strategy to focus on, Vertium has a high concentration of talent dedicated to deliver on its equity income objective 

A blend of talent generating ideas and making investment decisions

The Vertium investment team has an array of professional experience across the investment management industry with a range of sector coverage experience. 

 

Vertium is supported by the resources and expertise of Clime Asset Management (AFSL 221146), an ASX-listed financial services group. Through this partnership, Vertium can draw on Clime’s team to enhance its operational capabilities and share valuable insights

Portfolio management

While Vertium adopts a collegiate approach in its investment process, with all members sharing research responsibilities, ultimate responsibility for portfolio decisions rest with the Chief Investment Officer, Jason Teh. 

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This includes stock selection and position sizes, option strategy and overall risk management of the portfolio.

Jason Teh

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Chief Investment Officer
MFin, BSc

Jason Teh is the founder of Vertium Asset Management, established in 2017, and brings over 26 years of experience in Australian equity investment management. As the head of Vertium’s investment team, he oversees the firm’s investment philosophy, process, and portfolio management.

 

Before founding Vertium, Jason was a Senior Portfolio Manager at Investors Mutual, where he played a key role in designing and managing the Investors Mutual Equity Income Fund. Throughout his career, he has held a range of senior investment roles, including Chief Investment Officer, Portfolio Manager, Equity Analyst, and Quantitative Analyst. His extensive expertise spans portfolio construction, risk management, and equity research.

Denis Donohue

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Portfolio Manager
BCom, FCPA

Denis joined Vertium in 2024 as a Portfolio Manager and is a seasoned investment manager with 35 years of industry experience.

 

Previously at Pentalpha Investment Management, he held leadership roles including Head of Investments. His diverse career spans founding a boutique investment firm, leading Australian equities across multiple firms (Suncorp, Solaris, Pentalpha), and tackling various GICS industy sectors. Donohue's background encompasses equities analysis, portfolio management, as well as equities and derivatives trading.

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DISCLAIMER 

This website and its contents are general in nature and do not constitute or convey personal financial advice. It has been prepared without consideration of anyone’s financial situation, needs, or financial objectives. Before acting on the areas discussed and contained herein, you should consider whether it is appropriate for you and whether you need to seek professional advice. Investment in securities and other financial products involves risk. An investment in a financial product may have the potential for capital growth and income but may also carry the risk that the total return on the investment may be less than the amount contributed directly by the investor. Investors risk losing some or all of their capital invested. Past performance is not a reliable indicator of future performance. The material contained in this website is for information purposes only and is not an offer, solicitation or recommendation with respect to the subscription for, purchase or sale of securities or financial products and neither or anything in it shall form the basis of any contract or commitment. The Company, its related parties and its respective officers may have an interest in the securities or derivatives of any entities referred to in this website. The analyst(s) hereby certify that all the views expressed in this report accurately reflect their personal views about the subject investment theme and/or company securities. Except for any liability which cannot be excluded, the authors of this website accept no liability for any loss or damage suffered by any person as a result of that person, or any other person, placing any reliance on the contents of this website.

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Vertium Asset Management Pty Ltd (ABN 25 615 639 659), is a Corporate Authorised Representative (Corporate Authorised Representative Number 001258758) of Clime Asset Management Pty Ltd (ABN 72 098 420 770), AFSL 221146.

The rating issued October 2021 APIR OPS1827AU is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

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The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned APIR OPS1827AU May 2024) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at http://www.zenithpartners.com.au/RegulatoryGuidelines

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