SG Hiscock & Company commenced the SGH Partnership Program in June 2020.
The SGH Partnership Program identifies best of breed fund managers from around the world providing clients with access to institutional managers with retail minimum investments. Thorough due diligence is undertaken to ensure we partner with managers with highly experienced investment management teams with a proven track record in their respective asset class.
Our team at SGH has considerable knowledge and expertise in marketing and distribution of investment funds to the Australian retail market. Combined with the SGH existing suite of Australian equity and Australian REIT funds, the addition of the Partnership Program broadens our capabilities across Global REITs and Global Equities for Australian retail investors.
Before making a decision about whether to invest in any of the SGH Partnership Program Funds, please read the relevant Fund’s Target Market Determination (TMD) and Product Disclosure Statement (PDS) (including all incorporated information) to ensure the features of the Fund as described in the TMD and PDS aligns with your objectives, financial situation and needs.
Morgan Stanley Investment Management (“MSIM”) is the asset management division of Morgan Stanley and leads the firm’s work in global investment, offering investment and risk management solutions to investors worldwide. The investment strategies span the risk/return spectrum across geographies, investment style and asset classes including equity and fixed income, alternatives and private markets. The Global Quality and Global Sustain strategies are managed by MSIM’s International Equity team based in London. Investing in quality companies has underpinned the team’s investment approach for over 20 years.
As the exclusive partner of MSIM in Australia for retail investors, we are proud to offer the following two global equity strategies:
In 2003, LaSalle Investment Management Securities, LLC (LaSalle) and SG Hiscock & Company (SGH) formed an alliance to be joint investment managers of the SGH LaSalle funds. LaSalle is one of the most experienced real estate securities investment managers in the world and is also part of the broader LaSalle group, LaSalle Investment Management and Jones Lang LaSalle whose sole focus is property.
Founded in 1985 and based in Baltimore, U.S.A, LaSalle has access to the broader group with 750 global professionals in 17 countries which gives LaSalle a unique competitive advantage with global and local insights into market trends and cycles and industry leading research. LaSalle utilises a disciplined valuation based investment process that seeks to identify mispriced securities and is geared specifically to real estate securities investments.
As the exclusive partner of LaSalle in Australia for retail investors, we are proud to offer the following two global property securities funds:
EAM Global Investors LLC
EAM Global Investors LLC (“EAM Global”) is an investment management firm solely-focused on delivering alpha for clients in global equity markets through its Informed Momentum® investment approach. EAM Global is a subsidiary of EAM Investors, LLC (together known as “EAM”). EAM’s momentum-driven approach to investing leverages their collective insight within a systematic process designed to deliver consistent and predictable outcomes. This Informed Momentum® investment approach combines momentum with stock selection, tailored risk management, and efficient implementation to deliver alpha for clients. EAM’s investment process aims to generate alpha by harnessing the power of the momentum premium, exploiting behavioural biases around new information, assessing the rationale behind improving/accelerating company financial performance, and by constantly addressing portfolio risk. The firm’s time-tested philosophy and investment approach has been applied consistently across all strategies since inception in 2007. As of December 31, 2022, EAM had approximately $US2.4 billion in assets under management. EAM is headquartered in Solana Beach, CA, USA.
As the exclusive partner of EAM Global Investors in Australia for retail investors, we are proud to offer a global small companies fund.