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ICE 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, 2026ICE 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, 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, 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, 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, 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, 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, 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, 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, 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, 2025
Resilience 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
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, 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, 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 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, 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, 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
