LaSalle & SG Hiscock: Finalists in the 2024 Zenith Fund Awards

7th Oct 2024

LaSalle Investment Management and SG Hiscock & Company (SGH) are delighted to be nominated as a finalist in the 2024 Zenith Fund Awards for the Global Real Estate Investment Trust category.

The Zenith Fund Awards recognise and encourage excellence in fund management across all asset classes and disciplines. They aim to raise the standard of fund management in the Australian market, benefiting institutional, wholesale, and retail investors.

The winners are selected based on long-term factors derived from Zenith’s research and due diligence process. Quantitative aspects of the fund’s longer-term returns to investors are examined, in addition to other factors, including the organisation and investment team strength, investment philosophy, security valuation and selection, portfolio construction, risk management, and fees.

LaSalle Investment Management Chief Investment Officer and Portfolio Manager for the SGH LaSalle Concentrated Global Property Fund Matt Sgrizzi said he was “delighted that the fund has been recognised for a second year in a row. REITs are well-positioned to enjoy a virtuous cycle of accretive growth in the current market dynamic. We continue to apply our significant listed property expertise and valuation-based investment discipline, which the team uses to focus on the most compelling investment opportunities with the aim of providing strong performance results for our investors.

Grant Berry, SGH Director, added, “This reinforces again the SGH LaSalle Concentrated Global fund and portfolio team strengths. We are proud of our long-standing and successful relationship with Matt Sgrizzi’s team, which now extends more than 20 years. The fund and LaSalle’s investment credentials are highly recognised within the Australian investment research community for its investment process and delivery that offers local investors access to a thoroughly researched “best ideas” global property portfolio.

LaSalle Investment Management and SGH launched the SGH LaSalle Concentrated Global Property Fund in Australia in 2019, offering a distinctive opportunity to invest in high-conviction global property product. Rated “Recommended” by Zenith, the fund has demonstrated exceptional performance, winning the 2023 Global Real Estate Investment Trust category at the Zenith Fund Awards. As the fund celebrates its 5th year, it remains dedicated to providing investors with positive returns in a dynamic market.

 

About the SGH LaSalle Concentrated Global Property Fund

The SGH LaSalle concentrated Global Property fund is an actively managed portfolio that invests primarily in listed property securities (GREITs) and real estate operating companies (REOCs) globally. 

The fund seeks to provide total return through long-term capital appreciation and current income by investing primarily in equity and equity-related securities issued by Australian and international property entities. It provides investors with exposure to the attributes of property ownership along with the liquidity offered by tradable securities. The fund focuses on select investment opportunities with compelling valuations due to deep value, property sector or market dislocation, underappreciated growth prospects, or identifiable catalysts.

For more information on the nominated fund – go to the SGH LaSalle Concentrated Global Property Fund page.

 

About SG Hiscock

SG Hiscock & Company (SGH) is an Australian fund manager specialising in high-conviction actively managed investment strategies and individual portfolios. Established in Melbourne in 2001, SGH is entirely owned by its staff and associates. With $4.3 billion under management and distribution, SGH serves over 5,000 clients across Australia, using a highly skilled team of 40+ professionals.

In addition to its core offerings, SGH partners with industry leaders such as LaSalle Investment Management Securities, Morgan Stanley Investment Management, and EAM Global Investors. SG Hiscock also maintains an exclusive distribution partnership with abrdn.

SGH offers a diverse range of over 20 strategies spanning Australian and global equities, REITs, and income investments. For more information, visit www.sghiscock.com.au.

 

About LaSalle

LaSalle Investment Management Securities, LLC (LaSalle) is a fully dedicated manager of real estate securities portfolios and is part of LaSalle Investment Management, Inc., a wholly-owned yet operationally independent investment subsidiary of Jones Lang LaSalle Incorporated. LaSalle’s investment philosophy combines a real estate investment orientation with a valuation-based investment discipline. LaSalle’s principal office is located in Baltimore, Maryland (US).

 

For more information about the Awards and the selection methodology, visit  – Methodology & Judging – Zenith Investment Partners (zenithpartners.com.au)

 


Disclaimer

Zenith Investment Partners Pty Ltd ABN 27 103 132 672 AFSL 226872 Fund Awards issued (18 October 2024) are solely statements of opinion and not a recommendation in relation to making any investment decisions. Fund Awards are current for 12 months and subject to change at any time. Fund Awards for previous years are for historical purposes only. Full details on Zenith Fund Awards at https://www.zenithpartners.com.au/zenith-fund-awards-2024/.

SG Hiscock & Company has prepared this article for general information purposes only. It does not contain investment recommendations nor provide investment advice. Neither SG Hiscock & Company nor its related entities, directors or officers guarantees the performance of, or the repayment of capital or income invested in the Funds. Past performance is not necessarily indicative of future performance. Professional investment advice can help you determine your tolerance to risk as well as your need to attain a particular return on your investment. We strongly encourage you to obtain detailed professional advice and to read the relevant Product Disclosure Statement and Target Market Determination, if appropriate, in full before making an investment decision.

SG Hiscock & Company publishes information on this platform that to the best of its knowledge is current at the time and is not liable for any direct or indirect losses attributable to omissions for the website, information being out of date, inaccurate, incomplete or deficient in any other way. Investors and their advisers should make their own enquiries before making investment decisions.