SG Hiscock and Company

Boutique fund manager specialising in high-conviction actively managed investment strategies.

29/07/2024

๐Ÿšจ WEBINAR ๐Ÿšจ

abrdn's Nick Robinson's will join SGH in Australia during August.
His last webinar was packed with intriguing insights about Emerging Markets. He will be hosting another webinar 'Emerging Markets: Overlooked, Underpriced & Ripe for Outperformance' โ€“ there are limited spaces so register today!

๐Ÿ“† Date: 14 August 2024
โฐ Time: 11am AEST

Head to the link to register ๐Ÿ”— https://bit.ly/3WBrFL9

We look forward to seeing you there ๐Ÿ™Œ๐Ÿป



*The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

25/07/2024

From improving disclosures to driving sustainable policies, ESG is transforming how we invest and build for the future.

As investment managers, we recognise the role we can play in supporting and influencing the impact of ESG issues on our investment process.

Watch this presentation where Grant Berry and Matt Sgrizzi explore how ESG plays a part in shaping the future of property investments, focusing on sustainability, community impact, and ethical governance.

Hear more from Matt and learn more about the SGH LaSalle Concentrated Global Property fund ๐Ÿ”— https://bit.ly/3XCopjt

24/07/2024

SGH is thrilled to have the SGH LaSalle Concentrated Global Property Fund nominated as a finalist in the 2024 Financial Newswire Fund Manager of the Year Award!

We are honoured to have been recognised and wish all the finalists the best of luck!

For more information about the awards, you can visit ๐Ÿ”— https://bit.ly/4d6nGvL

22/07/2024

Mason Willoughby-Thomas's topic at the upcoming H&B Investment Perspectives Forum will be 'Finding the moat - Small companies with big futures'.

Mason, Portfolio Manager for the ICE Fund, will be shedding light on the interplay of Aussie small caps, economic moats, and quality returns over the cycle.

You can learn more about the ICE Fund here ๐Ÿ”— https://bit.ly/3WgXTKa

21/07/2024

Bruno Paulson, Portfolio Manager, Morgan Stanley Global Sustain Fund, will be in Australia at the end of this month.

Some exclusive lunch sessions will be held in Melbourne and Sydney, where attendees will have the opportunity to hear Bruno's insight into global equity markets.

Contact our Distribution team for more information ๐Ÿ”— https://bit.ly/4f2zOQ2

18/07/2024

โ—The EAM Global Small Companies Fund is now available on the HUB24 platform! โ—

This is the fourth platform for the fund, joining Praemium, Powerwrap, and Mason Stevens, offering investors even more access to global small-cap opportunities.

Managed by EAM Global Investors and distributed by SGH, it provides excellent diversification from the large-cap sector.

For more information, head to the EAM Global Small Companies Fund page ๐Ÿ”— https://bit.ly/3VY04?utm_source=Facebook&utm_campaign=July_2024&utm_medium=organic_social

17/07/2024

๐Ÿšจ WEBINAR - Register today!๐Ÿšจ

Bruno Paulson, Portfolio Manager, Morgan Stanley Global Sustain Fund, will present an exclusive webinar on:

๐Ÿ‘‰๐Ÿป The Elephant in the Room for Global Equities.

Webinar details:
๐Ÿ“… Wednesday, 31 July 2024
โฐ 11am - 12pm AEST

Spaces are limited. Donโ€™t miss this valuable discussion about global equities!

Follow the link to register ๐Ÿ”—
https://bit.ly/4bMM4S3

You can include your questions when you register or during the webinar. Live participants will receive CPD points.

We look forward to seeing you there!

16/07/2024

What exactly is EAM's Informed Momentumยฎ๏ธ investment process?

Travis Prentice tells us in less than 60 seconds ๐Ÿ‘Œ๐Ÿป

Learn more about the EAM Global Small Companies Fund here ๐Ÿ‘‰๐Ÿป https://bit.ly/3VY04DE



*The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

15/07/2024

Matt Sgrizzi was recently in Australia and had the opportunity to speak with Praemium's Damian Cilmi.

Matt spoke about 'Uncovering Opportunities in Property', shedding light on how real estate investing has changed.

You can listen to the full podcast episode here ๐ŸŽ™๏ธhttps://bit.ly/3Whnh41

11/07/2024

abrdn's Nick Robinson recently joined us to discuss Emerging Markets. Nick will be joining SGH in Australia during August, so you will have an opportunity to see and hear him in person. He'll be discussing all things emerging markets - including what insights the team are seeing coming out of the numerous elections across the region.

Learn more about the SGH and abrdn partnership and speak to our Distribution team to learn more about Nick's visit ๐Ÿ”— https://bit.ly/3RGPxdI



*The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

10/07/2024

SGH Chief Investment Officer Rob Hogg has published his latest monthly update. Rob talks about June being a positive month for most global equity and bond markets (with bond yields falling).

However, French markets were an exception. The surprise French election announcement led to weakness in French bonds and equities, with a slight negative impact also apparent in other continental European markets.

You can read more about this, inflation, employment and interest rates here ๐Ÿ”— https://bit.ly/3XS90M7



The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

09/07/2024

Did you catch the first half of Travis Prentice, CIO of EAM Global Investors, recently speaking with SGH's Rebecca Collins?

Go back and watch that one if you haven't ๐Ÿ‘Œ๐Ÿป

Travis and Rebecca discussed the specifics of EAMs Informed Momentumยฎ๏ธ investing style, risk management, AI and the adaptability of the Informed Momentumยฎ๏ธ investment methodology.

Want to know more about the EAM Global Small Companies Fund?

Head to the link and reach out to our team to discuss the fund in more detail ๐Ÿ”— https://bit.ly/3VY04DE

09/07/2024

Travis Prentice, CIO of EAM Global Investors, recently spoke with SGH's Rebecca Collins about the specifics of their Informed Momentumยฎ๏ธ investing style.

Rebecca posed some great questions to Travis about risk management, AI and the adaptability of the Informed Momentumยฎ๏ธ investment methodology.

Part B of their discussion coming ๐Ÿ”œ

Want to know more about the EAM Global Small Companies Fund?

Head to the link and reach out to our team to discuss the fund in more detail ๐Ÿ”— https://bit.ly/3VY04DE

04/07/2024

High-quality compounding companies are more relevant than ever. Find out why in this insightful snippet of a recent webinar with Morgan Stanley's Bruno Paulson and Laura Bottega.

They shared their insight and expertise on the key drivers that enable companies to steadily and organically grow earnings and free cash flow at an attractive rate, and they discussed some case studies.

Just in time for you to clear your diary for when Bruno visits Australia later this month. An event not to be missed!

If you would like to know more about Bruno's visit or the Morgan Stanley Global Sustain Fund, please reach out to our Distribution team to learn more ๐Ÿ“ž 1300 555 511 or ๐Ÿ“ง [email protected]

01/07/2024

Matt Sgrizzi, portfolio manager for the SGH LaSalle Concentrated Global Property Fund, recently spoke with SGH's Grant Berry about the long-term returns of REITs vs equities and bonds.

Want to know more about the SGH LaSalle Concentrated Global Property Fund and the recent performance of REITs?

Head to the link to watch more from Matt and reach out to our team to discuss the SGH LaSalle funds ๐Ÿ”— https://bit.ly/3XCopjt



The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

27/06/2024

Mason Willoughby-Thomas, Portfolio Manager for the ICE Fund, will be speaking at the H&B Investment Perspectives Forum in Brisbane in July.

Mason's topic will be 'Finding the moat - Small companies with big futures'.

The opportunity in small companies is a much-discussed topic right now. However, we are also faced with the question: How can we invest in the small-cap part of the market that has companies with a wide range of attributes, some good and some bad?

Mason will shed light on the interplay of Aussie small caps, economic moats, and quality returns over the cycle.

Learn more about the H&B Investment Perspectives Forum here and reach out to our Distribution team if you are interested in finding out more about the fund ๐Ÿ”— https://bit.ly/3W0ngQH

26/06/2024

Hamish Tadgell, SGH High Conviction Fund portfolio manager spoke to the AFR recently about engineering giant Worley and why he believes it is a good buy based on earnings outlook.

"We continue to believe the business remains very well leveraged to benefit from the projected four-fold increase in global energy investment and decarbonisation projects given its global scale and competitive advantages," stated Mr Tadgell.

You can read the full article here ๐Ÿ”—
https://bit.ly/3XIIbu1




The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

25/06/2024

abrdn's Nick Robinson is coming to Australia in August, and to get a taste of his visit, here's a snippet of his recent webinar discussing the 'green transition' and how emerging markets are well positioned.

You can hear more from Nick and watch his webinar on demand via the link ๐Ÿ”— https://bit.ly/3RGPxdI



The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

19/06/2024

๐Ÿ“ˆ Is the ASX on the cusp of a biotech boom?

Rory Hunter, portfolio manager of SG Hiscock's Medical Technology Fund, thinks so, with some analysts suggesting that CSL could get to $500.

Read about Rory's outlook here ๐Ÿ‘‰๐Ÿป https://bit.ly/3XlEl9T



The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

18/06/2024

๐ŸŽ™๏ธ 'Great Tightening Cycle': Uncovering Opportunities in Property with Matt Sgrizzi

"We've seen this happen multiple times in the history of real estate investing. And these difficult times have given way to great times for real estate investing."
- Matt Sgrizzi, Portfolio Manager of SGH LaSalle Concentrated Global Property Fund & CIO LaSalle Investment Management.

Matt Sgrizzi was recently in Australia and had a discussion with Praemium's Damian Cilmi on the 'Great Tightening Cycle'.

Matt shed light on how the legacy of financial stress in real estate has historically unfolded into rewarding opportunities, particularly within the robust world of real estate investment.

You can listen to the full podcast episode here ๐ŸŽ™๏ธhttps://bit.ly/3VKnuMI



The above is for information purposes only and does not constitute financial advice. Past performance is not an indication of future performance. We strongly recommend you conduct your own research prior to making investment decisions.

11/06/2024

May was a month of two halves for equity and bond markets.

Rob Hogg, SGH's Chief Investment Officer, provided a market updateand talked about May being 'a month of two halves'.

In the first half of the month, equity and bond prices rose (bond yields fell), but the second half of the month witnessed a turnaround, taking many equity markets lower from record intra-month highs.

Not to mention, the oscillating sentiment regarding the outlook for potential central bank rate cuts (or increases) continued to cause gyrations in markets.

You can read the full update via the link ๐Ÿ”— https://bit.ly/3x4GaNK

11/06/2024

LaSalle's Matt Sgrizzi says 'global real estate may be on the cusp of a golden era'.

He recently spoke to Ausbiz about the REIT market and how periods of negativity and investor anxiety often lead to golden opportunities. In this interesting interview, Matt also speaks about the impact of work-from-home trends and the rise of data centres.

Listen to his full interview via the link ๐Ÿ”— https://bit.ly/3x35RhJ

30/05/2024

The ICE Fund had an excellent quarter in March as the fund returned 11.5% net of fees. For the 12 months rolling to the end of March, the total return was 27% after fees.

Temple and Webster was once again a strong contributor to the fund in the March quarter, as was Life360.

You can read Roger Walling's complete update via the ๐Ÿ”— https://bit.ly/4aNdqac

20/05/2024

The SGH Medical Technology Fund had strong performance from several of its individual small biotechnology exposures, including Dimerix (ASX: DXB).

Dimerix has an asset that treats kidney inflammation disease. They had an interim readout of their phase three trial, and that data was positive. The stock performed strongly on the back of that.

You can read more examples and hear about the fund's outlook via Rory Hunter's complete update ๐Ÿ”— https://bit.ly/4a1bN8i

16/05/2024

The SGH Property Income Fund had a good March quarter, extending the positive performance from the prior quarter.

March was a very strong month, and the sector was up 9.5%. In contrast to February, 18 of the 33 constituents delivered a return greater than 8%.

Head to the link to watch the complete quarterly update and read more about the fund's performance and outlook ๐Ÿ”— https://bit.ly/44mWENe

16/05/2024

๐Ÿšจ WEBINAR ๐Ÿšจ

Don't miss this webinar with two senior members of the Morgan Stanley International Equity Team, Bruno Paulson and Laura Bottega.

๐Ÿ‘‰๐Ÿป Driving Quality. What's Under the Hood?

Webinar details:
๐Ÿ“… Tuesday 21 Mayโฐ 4.30-5.30pm

Register here ๐Ÿ”— https://bit.ly/4dF6GO8

Hear from the team about:

๐Ÿ“ The key drivers - that enable companies to steadily and organically grow earnings and free cash flow at an attractive rate, securing their position for long-term success.
๐Ÿ“ Discover companies capable of sustained growth for decades. In a challenging investment environment, hear what is critical to determining if a company might be a high-quality compounder.
๐Ÿ“ Case studies of companies that are high-quality compounders and accessible without the risk of overpaying.
๐Ÿ“ Performance highlights - of the Morgan Stanley Global Sustain Fund.

Remember to include your questions for the presenters! CPD points will be awarded to live participants.

We look forward to seeing you there ๐Ÿ‘‹๐Ÿป

14/05/2024

LaSalle's Matthew Sgrizzi is speaking at the Wealth Leaders Exchange conference in Melbourne today about GREITs - it's going to be an interesting session!

Matt is the portfolio manager for the SGH LaSalle Concentrated Global Property Fund and SGH LaSalle Global Listed Property Securities Fund, as well as a Managing Director and Chief Investment Officer for LaSalle Investment Management Securities.

You can learn more about the SGH LaSalle funds here ๐Ÿ”— https://bit.ly/3WtPF3r

Contact your Business Development Manager if you'd like to know more.

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Videos (show all)

Emerging Markets: Overlooked, Underpriced & Ripe for Outperformance
GREITS Discussion
EAM | SG Hiscock & Company
Matt Sgrizzi | SG Hiscock & Company
The Green Transition | SG Hiscock & Company
EAM Informed Momentumยฎ๏ธ investment methodology
EAM Informed Momentumยฎ๏ธ Investing Style - Part 1
Driving Quality: What's Under the Hood?
REITS provide income driven total returns
EM Earnings | SG Hiscock
Uncovering Opportunities in Property with Matt Sgrizzi | SG Hiscock & Company
Ausbiz interview with Matt Sgrizzi, SGH LaSalle

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