PODCAST · business
The SGHiscock Investment Management Fund Update
by SGHiscock Investment Management
Updates for SGHiscock investment strategies
Episodes
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SGH High Conviction Fund - September Quarter 2026
September Quarter 2026 SGH High Conviction Fund - with Hamish Tadgell, Portfolio Manager. In this SGH High Conviction Fund update, Hamish discusses the Fund's performance, the impact of rising bond yields and geopolitical uncertainty on investment markets, and key contributors to returns. He also...
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Catholic Values Trust & Income Trust - September Quarter 2026
September Quarter 2026 Catholic Values Trust and Income Trust - with David Chen, Portfolio Manager. In this Catholic Values Trust and Income Trust September 2026 quarterly update, David discusses the impact of rising interest rates, geopolitical tensions and market volatility on investment…
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SGH Enhanced Income Trust - September Quarter 2026
September Quarter 2026 SGH Enhanced Income Trust - with Stratton Bell, Portfolio Manager. In this SGH Enhanced Income Trust update, Stratton discusses the impact of rising bond yields on Trust performance, recent portfolio positioning and opportunities emerging in fixed income markets. He also...
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SGH Opportunities Fund - September Quarter 2026
September Quarter 2026 SGH Opportunities Fund - with Rory Hunter, Lead Portfolio Manager and Sophie Smith, Portfolio Manager. In this SGH Opportunities Fund quarterly update, Rory and Sophie discuss shifting market conditions, company earnings and emerging investment opportunities. They explore…
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SGH Property Income Fund - September Quarter 2026
September Quarter 2026 SGH Property Income Fund - with Grant Berry, Lead Portfolio Manager. In this update, Grant discusses the impact of rising bond yields on listed property securities, key portfolio performance drivers and emerging opportunities across the A-REIT sector. He explores improving...
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ICE Fund - September Quarter 2026
September Quarter Update 2026 ICE Fund with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger reflects on a challenging market environment and the strong underlying earnings growth across the portfolio. He discusses key holdings including Koala, Count Financial and Skellerup, the...
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SGH LaSalle Concentrated Global Property Fund - September Quarter
SGH LaSalle Concentrated Global Property Fund-September Quarter Update with Portfolio Manager, Paul Meierdierck. In this fund update, Paul outlines how GREITs are performing and where he is seeing value across the sector. The SGH LaSalle Concentrated Global Property Fund holds 10–20 high…
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Catholic Values Trust & Income Trust - June Quarter 2026
In this quarterly update, David Chen, Portfolio Manager, discusses the strong June quarter, the impact of easing geopolitical tensions and falling bond yields, and how these factors contributed to the performance of the Catholic Values Trust and Income Trust. For more information, please visit…
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Catholic Values Trust & Income Trust - March Quarter 2026
In this quarterly update, David Chen, Portfolio Manager of Catholic Values Trust & Income Trust, outlines how rising inflation, interest rates and geopolitical tensions drove market volatility, highlighting the benefits of a defensive, actively managed and Catholic values-based investment…
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SGH LaSalle Concentrated Global Property Fund - March Quarter
SGH LaSalle Concentrated Global Property Fund-March Quarter Update with Portfolio Manager, Paul Meierdierck. In this fund update, Paul outlines how GREITs are performing amidst a volatile market backdrop and where he is seeing value across the UK and Canada across a range of REITs, including cell...
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SGH Property Income Fund - March Quarter 2026
In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund, recaps how the fund performed, and highlights where the fund increased stock weights including Dexus and Junior Group, plus Stockland and Mirvac. For more information about the SGH Property Income...
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SGH High Conviction Fund - March Quarter 2026
March Quarter Update 2026 - SGH High Conviction Fund Update with Portfolio Manager, Hamish Tadgell. In this update Portfolio Manager Hamish Tadgell discusses key contributors and themes. He also covers recent positioning shifts and the impact of AI disruption on high quality stocks. More...
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ICE Fund - March Quarter 2026
March Quarter 2026 ICE Fund - with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger Walling, Portfolio Manager of the , reviews the March quarter and highlights some outstanding Franchise investments including the Port of Tauranga and Skellerup and details why the team remains...
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SGH Opportunities Fund Update - March Quarter 2026
SGH Opportunities Fund March Quarter Update with Portfolio Managers Rory Hunter and, Sophie Smith. In this quarterly update, the SGH Opportunities Fund team recaps the key drivers, including where they are seeing key drivers in resources and medical sectors, plus insights into portfolio...
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IMC Global Small Companies Fund - March Quarter 2026
IMC Global Small Companies Fund - March Quarter 2026 Update with Portfolio Manager, Travis Prentice. In this IMC fund update Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund, shares how the fund is seeing real...
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IMC Global Small Companies Fund - September Quarter 2025
IMC Global Small Companies Fund - September Quarter Update with Portfolio Manager, Travis Prentice. In this IMC fund update for the September Quarter 2025, global small caps bounced back strongly in the US market and among Tech and Industrial sectors. Travis Prentice, Chief Investment Officer of...
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SGH Opportunities Fund - September Quarter 2025
SGH Opportunities Fund September Quarter Update with Assistant Portfolio Manager, Sophie Smith. The SGH Opportunities Fund continued to deliver strong performance returning 19.6% after fees and outperforming its benchmark by 4.4%. In this quarterly update, Assistant Portfolio Manager Sophie Smith...
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SGH LaSalle Concentrated Global Property Fund - September Quarter
SGH LaSalle Concentrated Global Property Fund- September Quarter Update with Portfolio Manager, Matt Sgrizzi. In this SGH LaSalle fund update, Portfolio Manager Matt Sgrizzi recaps the September 2025 quarter. Matt outlines how global capital markets reacted to tariffs, and where he sees…
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SGH High Conviction Fund - September Quarter 2025
September Quarter 2025 - SGH High Conviction Fund Update with Portfolio Manager, Hamish Tadgell. A good result for the SGH High Conviction Fund with a return of 5.6%, outperforming the ASX 300 accumulation index by 60 basis points. The fund remains focused on high-quality companies and structural...
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SGH Enhanced Income Trust - September Quarter 2025
September Quarter 2025 SGH Enhanced Income Trust – with Stratton Bell, Portfolio Manager. In this Enhanced Income Trust update, Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust, discusses the September quarter 2025 performance and positioning. He explains how the fund is…
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ICE Fund - September Quarter 2025
September Quarter 2025 ICE Fund - with Roger Walling, Portfolio Manager. In this ICE Fund update, Roger Walling, Portfolio Manager of the ICE Fund, reviews the September quarter and highlights some outstanding Franchise investments including Baby Bunting, AP Eagers and the Port of Tauranga and…
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SGH Property Income Fund September Quarter 2025
September Quarter 2025 Property Income Fund - with Grant Berry, Lead Portfolio Manager. In this quarterly fund update, Grant Berry, Lead Portfolio Manager of the SGH Property Income Fund, recaps the September 2025 quarter's performance and positioning and where the fund benefited from solid...
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Catholic Values Trust & Income Trust September Quarter 2025
September Quarter 2025 Catholic Values Trust & Income Trust Update – with David Chen, Portfolio Manager In this update, David Chen, Portfolio Manager of both Trusts recaps September Quarter 2025. The Catholic Values Trust and Income Trust delivered robust September quarter returns of 3.31% and...
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SGH High Conviction Fund Q2 2025 update
Q2 2025 SGH High Conviction Fund update – with Hamish Tadgell and Michael Kordick In this quarterly update, Portfolio Manager Hamish Tadgell and Assistant Portfolio Manager Michael Kordick share insights on the SGH High Conviction Fund's positioning and performance in Q2 2025. They unpack the...
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SGH Opportunities Fund Q2 2025 update
Q2 2025 SGH Opportunities Fund update – with Rory Hunter and Sophie Smith In this quarterly update, Portfolio Manager Rory Hunter and Assistant Portfolio Manager Sophie Smith unpack the fund's standout Q2 performance. They explore the key drivers behind the 16.5% quarterly return, including...
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SGH Property Income Fund Q2 2025 update
Q2 2025 SGH Property Income Fund Update – with Grant Berry, Portfolio Manager of the SGH Property Income Fund In this quarterly fund update, Grant Berry recaps the Q2 2025 performance and highlights key drivers behind the fund's solid return. He discusses positive AREIT valuation updates, bond...
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Catholic Values Trust & Income Trust Q2 2025 update
Q2 2025 Catholic Values Trust & Income Trust Update – with David Chen, Portfolio Manager In this quarterly update, David Chen recaps the Q2 2025 performance and breaks down the market conditions driving results across both trusts. He covers equity strength, falling bond yields, and resilient…
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SGH Enhanced Income Trust Q2 2025 Update
Q2 2025 Enhanced Income Trust Update – with Stratton Bell, Portfolio Manager of the SGH Enhanced Income Trust In this SGH Enhanced Income Trust update, Stratton Bell recaps the Q2 2025 performance and explains the key market forces that shaped the quarter. He covers the impact of widening credit...
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SGH LaSalle Concentrated Global Property Fund Q2 2025 Update
Q2 2025 SGH LaSalle Concentrated Global Property Fund Update – with Matt Sgrizzi, Portfolio Manager of the SGH LaSalle Concentrated Global Property Fund. In this SGH LaSalle fund update, Matt Sgrizzi breaks down Q2 performance, portfolio changes, and where the team is finding compelling value...
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ICE Fund Q2 2025 Update
Quarterly fund update with Roger Walling, Portfolio Manager of the ICE Fund. In this ICE Fund update, Roger Walling recaps the June quarter, highlighting strong contributors like Catapult, Tasmea, and Life360. He also explains the rationale behind exiting Monash IVF, recent portfolio additions…
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IMC Global Small Companies Fund Q2 2025 Update
Quarterly fund update with Travis Prentice, Chief Investment Officer of the Informed Momentum Company and Portfolio Manager of the IMC Global Small Companies Fund.Global small caps rebounded in the June quarter, with emerging markets and cyclical sectors leading the way. In this latest quarterly...
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SGH Opportunities Fund March 2025 update: From defence metals to gold mergers
SGH Opportunities Fund Update - March 2025 March was anything but quiet for markets — and the SGH Opportunities Fund remained active, selective, and focused on valuation. In this monthly update, Portfolio Manager Rory Hunter and Sophie Smith, Investment Analyst, walk through how the Fund…
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SGH Opportunities Fund February 2025 update: Big moves in small caps
In this episode, SGH Opportunities Fund Monthly Update with Rory Hunter and Sophie Smith, we discuss February's market volatility, small-cap performance, key economic trends, and standout stock movements. Despite broader market declines, our portfolio delivered positive returns, significantly...
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SGH Opportunities Fund January 2025 update: Small cap winners & macro shifts
SGH Opportunities Fund January 2025 Update with portfolio manager Rory Hunter and investment analyst Sophie Smith. In this episode, Rory and Sophie break down a strong start to the year in markets. Key Highlights: Broad Market Strength: ASX 100 Accumulation Index +4.45%, Small Ordinaries +4.59%...
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Frequently Asked Questions
How many episodes does The SGHiscock Investment Management Fund Update have?
The SGHiscock Investment Management Fund Update currently has 34 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The SGHiscock Investment Management Fund Update about?
Updates for SGHiscock investment strategies
How often does The SGHiscock Investment Management Fund Update release new episodes?
The SGHiscock Investment Management Fund Update has 34 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts The SGHiscock Investment Management Fund Update?
The SGHiscock Investment Management Fund Update is created and hosted by SGHiscock Investment Management.
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