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SGH20 wins the 2018 IMAP award

03/08/18

SGH and its high conviction SGH20 Portfolio has been announced the Winner in the Australian Equities category, at the inaugural 2018 Institute of Managed Account Professional (IMAP) Awards.

The IMAP Managed Account awards are judged by a panel of Australia’s most experienced investment professionals, who apply a strict matrix of criteria in identifying Australia’s best managed account portfolios taking into account among other important factors performance over one and three years, risk measures in place and qualitative criteria including resources and structure of the portfolio management organisation.

In acknowledging the award, Stephen Hiscock, SGH’s Managing Director, said “I am delighted our high conviction active approach to investing has been recognised for the benefits it provides in a managed account and for investors more generally”.

“Our SGH20 Portfolio was shortlisted for the award alongside some of Australia’s most highly rated fund managers.  Particularly pleasing is the award recognises the outstanding performance and efforts of the SGH20 investment team and Hamish Tadgell, who assumed lead Portfolio Manager for the Fund in early 2017.”

Additional information on SGH20, including the most recent Quarterly Commentary  can be found at www.sghiscock.com.au

SGH20 Insights

05/02/18

It would be hard to have not heard or read about Electric Vehicles (EV’s) in the last 12 months. Tesla, Lithium & Cobalt are now part of the vernacular, and automakers are committing large amounts of capital to EVs.  We believe EV’s will be a large and growing addressable market and the risk, in the words of Bill Gates, is we ”overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten”.  The challenge is finding ways to play the EV theme in Australia. In our view the battery metal producers are best positioned.

In this SGH20 Insights piece we share our thoughts on the EV industry and why we see Syrah Resources (SYR) as well positioned to help power EV’s.  Read more…

SGH LaSalle market update

22/11/17

Steve Ralff, Global Product Strategist & Head of Business Development, LaSalle Investment Management Securities recently visited Australia and he provided a global market update which can be viewed here.

SGH20 Insights

30/10/17

Welcome to the latest edition of SGH20 Insights.  In the wake of the China Communist Party Congress meeting,  we look at the China leadership shuffle and shift to a “Beautiful China” and what it potentially means for future economic reform  and our portfolio positioning. Read more…