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From 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 moves. Discover their take on bank valuations, resource sector opportunities, and strategies for navigating market concentration risks. Stay informed with this in-depth market update.
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SGH 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.
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Hamish 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 moved sharply lower for similar reasons.
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SGH 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...
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SGH 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?...
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