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Showing 1 - 10 of 20 results for "Vertium"

Ironbark exec finds new gig

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... non-competing managers that fit its platform. The firm currently works with Laguna Beach-based WCM Investment Management, THB, and Vertium Asset Management, and is expected to launch a daily-liquid private credit fund with US-based Muzinich & Co soon. ...

Macquarie to shed more than 240 investment options

KARREN VERGARA  |  FRIDAY, 24 OCT 2025
... Opportunities Trust, Real Estate Multi-Strategy Fund and Master Income Trust, to super members. Meanwhile, in July the Vertium Equity Income Fund, WCM Quality Global Growth Fund and the OC Dynamic Equity Fund were also closed to super investors. The ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... among members who understand the trade-offs between risk and return." The risk zone Jason Teh, chief investment officer at Vertium Asset Management, warns of the "retirement risk zone" which begins 10 years before retirement and continues 15 years after ...

Macquarie Wrap removes dozens of funds

JAMIE WILLIAMSON  |  WEDNESDAY, 1 OCT 2025
... Trust, Metrics Real Estate Multi-Strategy Fund, and Metrics Master Income Trust to super members. Meanwhile, in July the Vertium Equity Income Fund, WCM Quality Global Growth Fund and the OC Dynamic Equity Fund were also closed to super investors. A ...

Cairns resurfaces at Associate Global Partners

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... million. Losses improved from $2 million to $798,000 year on year. AGP's other partners are Vinva Investment Management, Vertium Asset Management, WCM Asset Management, and Switzer. During the period, its distribution arrangement with Woodbridge ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... Australian Companies Fund Indexed/Enhanced Dimensional Fund Advisors Dimensional Australian Large Company Trust Income Focused Vertium Asset Management Vertium Equity Income Fund Small Cap First Sentier Investors First Sentier Wholesale Australian Small ...

Complacency the biggest risk to retirement: Forum

CASSANDRA BALDINI  |  THURSDAY, 10 NOV 2022
The biggest threat to retirement portfolios could be complacency, Vertium Asset Management chief investment officer Jason Teh has told the Financial Standard Best Practice Forum on Retirement Income. Speaking at today's event, Teh warned bull markets ...

Copia, Mutual Limited sign distribution agreement

ANDREW MCKEAN  |  MONDAY, 16 MAY 2022
... that objective. With this latest distribution agreement, Copia now has seven investment partners: OC Funds Management, Vertium Asset Management, Chester Asset Management, ECP Asset Management, Artisan Partners, TT International and Mutual Limited.

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... investors." Copia is an Australian investment distribution and support company with six partner fund managers including: OC, Vertium, Chester, ECP Asset Management, Artisan Partners and TT International. The Artisan Partners Global Discovery Fund which ...

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... proven investment team." Copia has boutique partners, all across equities: OC Funds Management (Australian small caps), Vertium Asset Management (Australian equity income), Chester Asset Management (high conviction Australian and Asian equities), ECP ...
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