Insights
Expert insights from SGHiscocks’ investment team. Offering informed perspectives on markets, strategy, and long-term investment themes.
Our latest insights
Resources and insights
The latest industry news, interviews, technologies, and resources.
Blog categories
SGH 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, 2025
Stay in the loop
Get the latest insights and company news direct to your inbox.