Principles for Responsible Investment
Thoughts on the Russian-Ukraine Crisis
Who are we?
SG Hiscock & Company is a multi award-winning boutique fund manager specialising in high conviction actively managed investment strategies and Managed Discretionary Portfolios. SGH was established in Melbourne in 2001 by six of its principals and is entirely owned by directors, staff and associates. The head office is based in Melbourne and also has an office in Sydney. In 2016, the retail distribution and marketing for its funds was transitioned in-house and the firm now has a dedicated distribution team. In early 2019, SGH merged with highly regarded specialist discretionary portfolio manager, DMP Asset Management. SG Hiscock & Company commenced the SGH Partnership Program in June 2020. Combined with the SGH existing suite of Australian equity and Australian REITs (Real Estate Investment Trusts), the addition of the Partnership Program broadens our capabilities across Global REITs and Global Equities for Australian retail investors.
OUR VALUEACTIVETM INVESTMENT PROCESS
Our high-conviction active management approach is founded on our ValueActiveTM investment process – used by the team for more than a decade. It combines in depth valuation analysis with a forensic approach to company research, market fundamentals and insight. Simply put, we like to buy great sustainable companies at attractive prices.
In addition, we are firm believers in co-investment, demonstrated by our significant investment in our own funds. Our confidence in our investment approach means we always seed new funds with our own money. Another reason we believe our structure is ideal is that we have made the decision to cap our Funds Under Management at modest levels, to ensure that the funds retain greater flexibility to generate strong investment returns across varying market conditions.
In order to identify the best opportunities for our clients, we undertake a broad fundamental research program which incorporates an extensive company visitation schedule. With an experienced team of investment professionals, our approach to analysing companies is designed to ensure no stone remains unturned.
We engage with a hand picked team of external research providers to complement our insights in the macroeconomic landscape (both locally and abroad) and general investment trends. We also have an exclusive joint advisory arrangement with one of the world’s largest commercial real estate investors; LaSalle Investment Management Securities, LLC is a subsidiary of global property giant, Jones Lang LaSalle. This provides our property team access to LaSalle’s research capabilities.