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SGH20 Insights

09/05/17

Getting on the road and meeting with companies and industry contacts are important parts of our investing process.  In March we ventured to the US on a research trip which centered on attending Treasury Wine Estates Investor Days, Montgomery Technology Summit and meeting with some of the largest US consumer companies. Our latest article outlines our key insights, read more…

SGH20 Insights

13/02/17

After a recent research trip to the UK, this latest Insights piece details some observations post Brexit and what implications this has on the SGH20 Portfolio. read more…

SGH videos

10/01/17

November 2016

In this series of SGH videos, our Portfolio Managers give a brief quarterly market update:

Callum Burns – SGH ICE

Hamish Tadgell – SGH20

Adrian Di Mattina – SGH Emerging Companies Fund

Grant Berry – SGH Property Income Fund

SGH20 Insights

28/11/16

Welcome to our first edition of SGH20 Insights. In this article we look at the US election result and the implications for the US economy and global markets. read more…