Sam Dyson

Sam
Dyson


Vertium Asset Management

Sam joined Vertium in 2017 as a Portfolio Manager / Equity Analyst. He has over 15 years’ investment management experience across Australian equities and Asian equity markets. At Vertium, Sam assists the CIO and is responsible for researching and analysing Australian companies. Before joining Vertium, Sam was an Investment Analyst at Cadence Capital and an Equities Analyst / Portfolio Manager at Maple-Brown Abbott where he co-managed the Maple-Brown Abbott Australian large and small-cap portfolios.

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Just how did BHP get it so wrong?

Sam Dyson

Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two... Show More

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