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Showing 1 - 10 of 15 results for "Vertium Asset Management"

Ironbark exec finds new gig

ELIZABETH FRY  |  THURSDAY, 12 FEB 2026
... 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. "Our vision is to build Australia's ...

Feature: Retirement | Rewarding risk

LACHLAN COLQUHOUN  |  WEDNESDAY, 22 OCT 2025
... 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 a person stops ...

Cairns resurfaces at Associate Global Partners

KARREN VERGARA  |  WEDNESDAY, 28 AUG 2024
... 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 Capital ended. The ...

Macquarie AM wins manager of the year: ILAs

STAFF WRITER  |  FRIDAY, 2 JUN 2023
... 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 Companies Fund ESG U Ethical ...

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
... 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.

Artisan teams up with Melbourne multi-boutique

KANIKA SOOD  |  WEDNESDAY, 1 JUL 2020
... 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 Asset Management ...

No time to look back

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... anyone could have anticipated. Speaking to Financial Standard Jason Teh, chief investment officer at Vertium Asset Management said the coronavirus outbreak is very different from anything we have seen in markets before. "The crash in 1987 was because ...

Copia secures exclusive partnership

ELIZA BAVIN  |  MONDAY, 18 NOV 2019
... investment partner for Copia, with ECP joining the likes on OC Funds Management, Ralton Asset Management, Vertium Asset Management and Chester Asset Management.

The importance of reducing risk

ELIZA BAVIN  |  THURSDAY, 26 SEP 2019
... ensure the best outcomes for your clients. Speaking at the Copia Reporting Season Wrap Up lunch in Sydney, Vertium Asset Management's chief investment officer Jason Teh said retirees need to manage sequencing risk to preserve capital, especially when ...
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