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SGH 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, 2025SGH High Conviction Fund update – Q1 2025
In this SGH High Conviction Fund update, Hamish Tadgell and Mike Kordick unpack Q1 2025 performance, reporting season takeaways, and the key themes shaping portfolio positioning.Brent Tuckerman1 May, 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, 2025Market update: What on earth is going on?
Market update: Steve Hiscock and Rob Hogg unpack sentiment shocks, tariff turmoil, and why Australia may be better positioned than most.Brent Tuckerman17 April, 2025From defence metals to gold mergers: Portfolio moves in March 2025
The SGH Opportunities Fund delivered an exceptional performance in January 2025, significantly outperforming its benchmark, the S&P/ASX Small Ordinaries Accumulation Index. The fund posted a total net return of +9.55%…Brent Tuckerman14 April, 2025Trump’s 90-day tariffs pause triggers major equity rally
Trump's 90-day tariff pause triggered a major equity rally, but rising bond volatility and policy flip-flops keep markets on edge. Here’s our take.Brent Tuckerman10 April, 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, 2025Tariffs, Tipping Points and Butterfly Effects: Trade Turbulence Hits Global Markets
Episode 7 of The Active Investor w/SGH: Tariffs spark global market volatility as equity sentiment shifts. Explore impacts on Australia, China, and investor outlook in this SGH market update.Brent Tuckerman7 April, 2025
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