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Shawn 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, 2025Which 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, 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, 2024
