Vertium Asset Management’s Jason Teh has an eye for companies in a turnaround phase – and his gaze is now firmly set on Domino’s and Fisher & Paykel Healthcare.
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Vertium Asset Management’s Jason Teh likes to buy companies in a turnaround phase after they have been smashed by the sharemarket.
Fast-food operator Domino’s Pizza Enterprises is one such company whose shares have plummeted more than 70 per cent in less than three years. But it is showing signs of recovery, according to Vertium’s chief investment officer.
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Original URL: https://www.afr.com/markets/equity-markets/this-fundie-says-domino-s-pizza-is-a-better-bet-than-the-big-four-20240209-p5f3re
