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SGHiscock wins at the 2026 Financial Newswire, SQM Research Fund Manager of the Year Awards!
SGHiscock Investment Management is delighted to announce that we have been awarded two Fund Manager of the Year Awards at the 2026 Financial Newswire & SQM Research awards!Brent Tuckerman9 September, 2026Catholic Values Trust & Income Trust update – June Quarter 2026
In this quarterly update, David discusses the strong June quarter for the Trusts.Brent Tuckerman20 July, 2026The ICEPick – SkinKandy
In this latest version of ICE Investors, The ICEPick, we are pleased to announce another key ICE Fund holding, SkinKandyBrent Tuckerman7 July, 2026The ICEPick – Steadfast
In this latest version of ICE Investors, The ICEPick, we are pleased to announce a key ICE Fund holding, Steadfast Group (ASX: SDF) has received a takeover bid at a…Brent Tuckerman24 June, 2026LaSalle and SGH win at the 2026 Financial Standard MAX Awards!
Global real estate investment manager LaSalle Investment Management, in partnership with Australian fund manager SG Hiscock & Company, has been recognised at the 32nd Annual Financial Standard Marketing, Advertising and…Brent Tuckerman19 June, 2026Two structural shifts are redrawing the investment landscape — and global small caps are in the frame
IMC's Travis Prentice says AI disruption and the reshoring of manufacturing are reinforcing forces reshaping capital flows, competitive dynamics, and market leadershipBrent Tuckerman5 May, 2026Catholic Values Trust & Income Trust update – March Quarter 2026
Catholic Values Trust & Income Trust update: March Quarter 2026 In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, outlines how rising inflation,…Brent Tuckerman21 April, 2026SGH LaSalle Concentrated Global Property Fund update – March Quarter 2026
In this SGH LaSalle fund update, Portfolio Manager Paul Meierdierck recaps the March 2026 quarter. The SGH LaSalle Concentrated Global Property Fund holds 10–20 high-conviction global REITs, targeting durable cash flows,…Brent Tuckerman17 April, 2026SGH Property Income Fund update – March Quarter 2026
In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund, recaps how the fund performed, and highlights where the fund increased stock weights including…Brent Tuckerman16 April, 2026SGH High Conviction Fund update – March Quarter 2026
SGH High Conviction Fund update: March Quarter 2026 In this update Portfolio Manager Hamish Tadgell discusses key contributors and themes. He also covers recent positioning shifts and the impact of…Brent Tuckerman15 April, 2026ICE Fund update – March Quarter 2026
In this ICE Fund update, Roger Walling, Portfolio Manager of the ICE Fund, reviews the March quarter and highlights some outstanding Franchise investments including the Port of Tauranga and Skellerup…Brent Tuckerman15 April, 2026SGH Opportunities Fund update – March Quarter 2026
SGH Opportunities Fund update: March Quarter 2026Brent Tuckerman15 April, 2026IMC Global Small Companies Fund update – March Quarter 2026
Listen to this latest update from Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund, as he shares how the…Brent Tuckerman15 April, 2026
New Distribution Agreement – AQR & SGH
SG Hiscock & Company has been appointed by AQR Capital Management, LLC as the exclusive distributor of AQR strategies to the Australian wealth channel. This collaboration commences with the promotion…Brent Tuckerman13 April, 2026SGH LaSalle Concentrated Global Property Fund Money Magazine Best of the Best Awards WINNER!
SG Hiscock & Company (SGH) is delighted to have the SGH LaSalle Concentrated Global Property Fund win "Best International Listed Property Fund" at the Money Magazine Awards 2026, Best of…Brent Tuckerman2 December, 2025LaSalle and SGH win 2025 Zenith Fund Award
SG Hiscock & Company and LaSalle Investment Management have won the global REIT category at the 2025 Zenith Fund Awards for the SGH LaSalle Concentrated Global Property Fund.Brent Tuckerman31 October, 2025SGH High Conviction Fund update – September Quarter 2025
SGH High Conviction Fund update: A volatile quarter highlights the importance of valuation discipline and long-term fundamentals.Brent Tuckerman30 October, 2025ICE Fund update – September Quarter 2025
In this ICE Fund update, Roger Walling, Portfolio Manager of the ICE Fund, reviews the September quarter and highlights some outstanding Franchise investments including Baby Bunting, AP Eagers and the…Brent Tuckerman29 October, 2025SGH Enhanced Income Trust update – September quarter 2025
In this Enhanced Income Trust update, Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust, discusses the September quarter 2025 performance and positioning. He explains how the fund is…Brent Tuckerman29 October, 2025SGH LaSalle Concentrated Global Property Fund update – September Quarter 2025
SGH LaSalle Concentrated Global Property Fund update: Ongoing opportunities on the horizonBrent Tuckerman29 October, 2025SGH Opportunities Fund update – September Quarter 2025
SGH Opportunities Fund update: Benchmark-beating performance driven by minerals, gold and tech.Brent Tuckerman29 October, 2025IMC Global Small Companies Fund update – September Quarter 2025
In this IMC fund update for the September Quarter 2025, global small caps bounced back strongly in the US market and among Tech and Industrial sectors.Brent Tuckerman29 October, 2025Catholic Values Trust & Income Trust update – September Quarter 2025
In this update, David Chen, Portfolio Manager of both the Catholic Values Trust and Income Trust, recaps September Quarter 2025. The Catholic Values Trust and Income Trust delivered robust September…Brent Tuckerman28 October, 2025SGH Property Income Fund update – September Quarter 2025
SGH Property Income Fund update: Continuing strong performance driven predominantly by retail outperformanceBrent Tuckerman28 October, 2025LaSalle and SGH win 2023 Zenith Fund Award
Global real estate securities firm LaSalle Investment Management (LaSalle) in partnership with Australian fund manager SG Hiscock and Company (SGH), have won the Global Real Estate Investment award for its…Brent Tuckerman27 October, 2025SGH High Conviction Fund update – Q2 2025
The SGH High Conviction Fund underperformed in Q2 2025 following a strong nine-month run. In this update, Hamish Tadgell and Michael Kordick discuss key contributors and detractors, including Nextdc, Netwealth,…Brent Tuckerman1 August, 2025SGH Opportunities Fund update – Q2 2025
The SGH Opportunities Fund outperformed in Q2 2025, delivering a 16.5% return after fees. Rory Hunter and Sophie Smith discuss the standout names and what they’re watching next.Brent Tuckerman30 July, 2025SGH Property Income Fund update – Q2 2025
In this SGH Property Income Fund update, Grant Berry reviews Q2 2025 results, major portfolio changes, and the fund’s positioning for income and value.Brent Tuckerman29 July, 2025IMC Global Small Companies Fund update – Q2 2025
In this Q2 2025 IMC fund update, Portfolio Manager Travis Prentice breaks down how the fund outperformed in a volatile quarter and where it's finding strength now.Brent Tuckerman25 July, 2025ICE Fund update – Q2 2025
In this ICE Fund update for Q2 2025, Roger Walling discusses standout stocks like Catapult and Life360, fund positioning changes, and what to expect next.Brent Tuckerman25 July, 2025SGH LaSalle Concentrated Global Property Fund update – Q2 2025
SGH LaSalle Concentrated Global Property Fund update: Resilience and revaluation in a volatile quarterBrent Tuckerman25 July, 2025SGH Enhanced Income Trust update – Q2 2025
In this Enhanced Income Trust update, Stratton Bell recaps Q2 2025 performance, shifting rate dynamics, and how the fund is positioned for yield.Brent Tuckerman25 July, 2025Catholic Values Trust & Income Trust update – Q2 2025
In this Income Trust & Catholic Values Trust update, David Chen discusses Q2 2025 performance, portfolio shifts, and the trust’s values-based investing philosophy.Brent Tuckerman25 July, 2025Informed momentum: Winners, Losers, and Emerging Trends in Global Smalls
The performance of the EAM Global Small Companies Fund in the December quarter was very strong, both in absolute and in a relative sense, in Australian dollar terms was up…Brent Tuckerman22 July, 2025IMC Global Small Companies Fund update – Q1 2025
In this IMC fund update, we unpack Q1 2025 performance, the impact of DeepSeek and US policy changes, and why momentum and small caps may be poised to rebound.Brent Tuckerman22 July, 2025SGH Property Income Fund update – Q1 2025
SGH Property Income Fund: March 2025 quarter update - Grant Berry shares fund performance, positioning, and outlook amid market volatility.Brent Tuckerman1 May, 2025SGH Enhanced Income Trust update – Q1 2025
In this SGH Enhanced Income Trust update, Stratton Bell outlines how the fund delivered strong returns amid volatility and why it remains focused on capital protection and income.Brent Tuckerman1 May, 2025SGH High Conviction Fund update – Q1 2025
In this SGH High Conviction Fund update, Hamish Tadgell and Mike Kordick unpack Q1 2025 performance, reporting season takeaways, and the key themes shaping portfolio positioning.Brent Tuckerman1 May, 2025ICE Fund update – Q1 2025
In this ICE Fund update, Roger Walling covers Q1 2025 performance, major portfolio contributors, and the franchise-driven strategy behind the ICE Fund.Brent Tuckerman1 May, 2025SGH LaSalle Concentrated Global Property Fund update – Q1 2025
SGH LaSalle Concentrated Global Property Fund update: Strong relative performance in a volatile start to the yearBrent Tuckerman1 May, 2025From defence metals to gold mergers: Portfolio moves in March 2025
The SGH Opportunities Fund delivered an exceptional performance in January 2025, significantly outperforming its benchmark, the S&P/ASX Small Ordinaries Accumulation Index. The fund posted a total net return of +9.55%…Brent Tuckerman14 April, 2025Steady in Uncertain Times: A Values-Driven Approach
David Chen details the March quarter was very volatile amid growing uncertainty on the impact of US President Donald Trump’s Tariffs on the global economy. Things kicked off on a…Brent Tuckerman9 April, 2025The Active Investor: Inside $90bn under management: Where LaSalle Allocates in Global Property?
In this episode, out SGH Individual Portfolios team discuss the latest Reserve Bank of Australia (RBA) decision, market reactions, and how portfolios are positioned in response to these economic shifts.…Brent Tuckerman24 March, 2025From Valuations to Volatility – Breaking Down the ASX Reporting Season and What Comes Next?
Explore key takeaways from the ASX February reporting season. SGH breaks down sector trends, fund positioning & high-conviction stock insights for 2025.Brent Tuckerman24 March, 2025Small Caps lead in February: Biotech, data centres & Energy One
Volatility hit markets, but Small Caps outperformed. See the SGH Opportunities Fund's February recap and key stock winners.Brent Tuckerman18 March, 2025SGH LaSalle Concentrated Global Property Fund – Quarterly Update
December quarter 2023 What were the key drivers for the portfolio in the December quarter? Markets were volatile in the December quarter, but finished on a very strong note, rallying…Brent Tuckerman24 February, 2025The Informed Momentum Company Unveils New Brand Identity To Capture Dynamic Investment Philosophy
As part of this transformation, IMC remains the sub-investment manager of the EAM Global Small Companies Fund—soon to be renamed the IMC Global Small Companies Fund—which was launched in Australia…Brent Tuckerman19 February, 2025SGH Opportunities Fund January Recap: Small Cap Winners & Macro Shifts
The SGH Opportunities Fund delivered an exceptional performance in January 2025, significantly outperforming its benchmark, the S&P/ASX Small Ordinaries Accumulation Index. The fund posted a total net return of +9.55%…Brent Tuckerman11 February, 2025What’s Next for AREITs? Bond Yields, Valuations & Market Trends
SGH Property Income Fund’s December quarter update - key market trends, portfolio performance, and strategic adjustments in response to rising bond yields, REIT valuations, and sector-specific opportunities. Learn how we…Brent Tuckerman6 February, 2025Strong Returns & Small Cap Opportunities – ICE Fund Investment Update
For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.Brent Tuckerman6 February, 2025From Banks to Resources: How We’re Positioning for 2025
Expert insights from Hamish Tadgell and Mike Kordick - they discuss the SGH High Conviction Fund’s latest performance, market outlook for 2025, inflation and interest rate expectations, and key portfolio…Brent Tuckerman5 February, 2025Resilience and flexibility amid economic uncertainty
David Chen, Portfolio Manager, Catholic Values Trust and Income Trust December 2024 Quarter Update Performance Overview It’s been an eventful but fantastic quarter, with several key factors driving Catholic Values…Brent Tuckerman5 February, 20257% Returns, Falling Rates & Portfolio Positioning for 2025
SGH Enhanced Income Trust navigates shifting interest rates and market volatility in December Quarter to deliver strong returns. Watch the video to her from Stratton Bell why fixed income remains…Brent Tuckerman4 February, 2025EAM Global Small Companies Fund – Quarterly Update
What were the key drivers for the EAM Global Small Companies portfolio in the December Quarter 2023? When we look at the key drivers for the strategy, the fund was…Brent Tuckerman3 February, 2025SGH Property Income Fund – Quarterly Update
December quarter 2023 Key drivers for the SGH Property Income Portfolio performance in the December quarter of 2023? Last quarter was very strong for the AREITs sector and also, pleasingly,…Brent Tuckerman3 February, 2025SGH Medical Technology Fund – Quarterly Update
December quarter 2023 Key performance drivers for the SGH Medical Technology Fund in the December quarter? For the SGH Medical Technology Fund, the major drivers of performance in the quarter…Brent Tuckerman3 February, 2025ICE Fund – Quarterly Update
December 2023 Quarter What were the key drivers of the ICE Fund performance during the December quarter of 2023? The ICE Fund had an excellent quarter, gaining 5.5% net, and…Brent Tuckerman3 February, 2025SGH Enhanced Income Trust – Quarterly Update
December 2023 quarter What were the key performance drivers for the SGH Enhanced Income Trust? In the December quarter, we had a really positive month, where the trust returned just…Brent Tuckerman3 February, 2025SGH High Conviction Fund – Quarterly Update
December 2023, Hamish Tadgell What were the key performance drivers for the SGH High Conviction Fund during the December quarter? Like most of the last 12 months, the last quarter…Brent Tuckerman3 February, 2025EAM Global Small Companies Fund – Quarterly Update
The EAM Global Small Companies Fund had strong absolute and relative performance in the March quarter of 2024, as our informed momentum process and momentum itself staged quite a comeback…Brent Tuckerman3 February, 2025SGH High Conviction Fund – Quarterly Update
March quarter performance and key drivers* It was another strong quarter in terms of equity market performance with the ASX 300 closing up 5.5% for the quarter, and the market's…Brent Tuckerman3 February, 2025ICE Fund – Quarterly Update
March 2024 Quarter Update, Roger Walling* The ICE Fund had an excellent quarter in March as the fund returned 11.5% net of fees. For the 12 months rolling to the…Brent Tuckerman3 February, 2025SGH Property Income Fund – Quarterly Update
SGH Property Income Fund had a good March quarter, extending performance from the prior quarter, which was also good. Alot went on over the quarter.Brent Tuckerman3 February, 2025SGH LaSalle Concentrated Global Property Fund – Quarterly Update
SGH LaSalle Concentrated Global Property Fund was flat to the index for the quarter.Brent Tuckerman3 February, 2025SGH Property Income Fund – June Quarterly Update
The SGH Property Income Fund is about investing in quality real estate for income.Brent Tuckerman3 February, 2025SGH Property Income Fund – September 2024 Quarterly Update
The September quarter was a strong quarter for the AREIT sector and, in particular, the SGH Property Income Fund, which delivered a return of around 18% net to our investors.Brent Tuckerman3 February, 2025SGH Enhanced Income Trust: September 2024 Quarter Update with Stratton Bell
The quarter marks the four-year anniversary of the fund where the fund has outperformed the benchmark by 3.8% per annum over the past four years with a net return after…Brent Tuckerman3 February, 2025SGH LaSalle Concentrated Global Property Fund – September Quarter Update
The SGH LaSalle Concentrated Global Property Fund performed strongly in this rally, outperforming by about 250 basis points and up over 16% in the quarter.Brent Tuckerman3 February, 2025SGH High Conviction Fund – September 2024 Update
Over the last 12 months, the SGH High Conviction Fund has returned about 22%, adding 7.4% during the September quarter.Brent Tuckerman3 February, 2025ICE Fund – September 2024 Update
For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.Brent Tuckerman3 February, 2025Shawn Lee: SGH Australian Small Companies Fund Update
The SGH Australian Small Companies Fund outperformed the benchmark by 2.5% net of fees over the September quarter. The fund delivered net returns of 9%, outperforming the Small Ordinaries Accumulation…Brent Tuckerman3 February, 2025SGH Ex-20 Australian Equities Fund – September 2024 Update
The fund had a strong performance for the September quarter, up 6.5% net of fees. The fund has historically offered very strong downside protection and it's not unusual for the…Brent Tuckerman3 February, 2025EAM Global Small Companies Fund – Quarterly Update
the year to date has been strong through September where our portfolio is up over 16 percent in The benchmark up a little bit over 9 percent, or about 700…Brent Tuckerman3 February, 2025GREITs: A Market Reversal and Investment Opportunities
The global capital markets experienced a big reversal between the last two quarters. After flying high previously, REITs sold off last week. Aggressive Fed rate cuts and US election results…Brent Tuckerman3 February, 2025LaSalle: 2025 could be the new “golden era” for REITs
The modern REIT period has seen three “golden eras” of REIT investing, which have been characterised by either a dramatic growth in the REIT market or outsized investment returns versus…Brent Tuckerman10 December, 2024
Informed Momentum – the factors’ factor?
EAM Investors has developed a systematic investment process, Informed Momentum®, which has been designed to build upon the momentum premium to deliver alpha for clients.Brent Tuckerman21 November, 2024Morgan Stanley Engage Report: Proxy Voting
Morgan Stanley Engage report covers the engagement activities of the International Equity Team, acting on behalf of its clients in the strategies managed.Brent Tuckerman21 November, 2024GREITs are in a uniquely strong position for growth in the current market dynamic
Global real estate investment trusts (GREITs) have delivered competitive, income driven total returns over the long term and pricing today offers an attractive opportunity for investors to add property to…Brent Tuckerman21 November, 2024SGH LaSalle Concentrated Global Property Fund nominated
SG Hiscock & Company (SGH) is delighted to have the SGH LaSalle Concentrated Global Property Fund nominated as a finalist in the 2024 Financial Newswire Fund Manager of the Year…Brent Tuckerman21 November, 2024
Maximising Long-Term Gains: The Power of Compounding Returns on Equities
Investing in a portfolio of high-quality compounders – well managed companies with sustainably high returns on operating capital - can result in strong returns and the potential to outperform traditional…Brent Tuckerman21 November, 2024EAM Global Small Companies Fund now available on HUB24, Praemium, Powerwrap and Mason Stevens platforms
The EAM Global Small Companies Fund has been added to the HUB24 platform, giving investors greater access to opportunities in global small cap companies. It is the fourth platform that…Brent Tuckerman21 November, 2024Hamish Tadgell – Taking Stock of Recent Market Volatility
Global equity markets have moved sharply lower in recent days on fears that the risk of recession may now be higher than investors had previously expected. Market interest rates have…Brent Tuckerman21 November, 2024Which AI wave is worth riding?
Proponents of artificial intelligence (AI) often tout productivity benefits that span virtually all industries and that will revolutionise how we define work while empowering employees through virtualisation and automation. Generative…Brent Tuckerman21 November, 20245 ASX small caps conquering the US market
We see the exciting side of developments in artificial intelligence and have positioned our portfolios to take advantage of companies that are early beneficiaries of the AI wave, and where…Brent Tuckerman21 November, 2024U.S. Market Outlook: Resilience Amid Uncertainty
By Shawn Lee, Portfolio Manager, SGH Australian Small Companies Fund Welcome to Our US Market x ASX Small Caps Series As part of our ongoing commitment to delivering valuable insights…Brent Tuckerman21 November, 2024US automotive sector at crossroads: Key insights
Explore trends in the US automotive sector, including shrinking dealer margins and the rise of hybrids, impacting Australia's auto market.Brent Tuckerman21 November, 2024Consumer Staples: Stabilising force within the portfolio
compared to the MSCI World Index, Consumer Staples is now at a near 25-year low in terms of relative valuation and its lowest weight in the index this century.Brent Tuckerman21 November, 2024US Healthcare Sector: Advancements in Medical Technology
Uncover insights into US healthcare trends, including AI-powered diagnostics and shifting market dynamics, transforming patient care.Brent Tuckerman21 November, 2024Insurance industry trends in the US and Australia
Discover insurance industry trends in premiums, brokers, and tech with insights to navigate 2024’s market changes.Brent Tuckerman21 November, 20245 years of the SGH LaSalle Concentrated Global Property Fund
The SGH LaSalle Concentrated Global Property Fund celebrates 5 years of market success, ranked #1 in Morningstar’s real estate fund category.Brent Tuckerman31 October, 2024Momentum and quality are key factors in an optimised portfolio
Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important factors that drive returns.Brent Tuckerman18 September, 2024SGH Enhanced Income Trust – Quarterly Update
The quarter marks the four-year anniversary of the fund where the fund has outperformed the benchmark by 3.8% per annum over the past four years with a net return after…Brent Tuckerman22 April, 2024SGH Medical Technology Fund – Quarterly Update
We've seen some quite positive market sentiment in the broader market over the month, which led to an increased capital markets activity and some of those smaller stocks in the…Brent Tuckerman23 March, 2024
SG Hiscock & Company launches global small companies fund with EAM Global Investors
SG Hiscock & Company Limited (SGH) in partnership with US-based asset manager, EAM Global Investors LLC (EAM) has launched the EAM Global Small Companies Fund into the Australian market. The…Brent Tuckerman14 September, 2023ICE Investors nominated in IMAP Managed Account Awards
SG Hiscock & Company is delighted to announce that its affiliate ICE Investors has been nominated as a finalist in the IMAP Managed Account Awards for 2023 – Australian Equities…Brent Tuckerman14 August, 2023SGH LaSalle Concentrated Global Property Fund was upgraded by SQM Research to Superior 4 ¼ stars
SGH are pleased to announce that SQM Research has upgraded the SGH LaSalle Concentrated Global Property Fund to “Superior - Four and a quarter stars.” SQM Research considers the Fund…Brent Tuckerman3 August, 2023SG Hiscock and Company in the running for four awards at 2023 Fund Manager of the Year Awards
SG Hiscock and Company (SGH) is delighted to announce that four funds have been selected as finalists across two categories at the SQM / Financial Newswire Fund Manager of the…Brent Tuckerman2 August, 2023
