SG Hiscock and Company

09/04/2025

Couldn't make it to our recent webinars?
Now's your chance to catch up on insights from top minds across global markets.

Featuring:
• Anton Kryachok (Morgan Stanley Investment Management)
• Matt Sgrizzi (LaSalle Investment Management)
• Irene Goh & Vincent Lau (Aberdeen)
• Shawn Lee & Phillip Li (SG Hiscock & Company)
• Travis Prentice (The Informed Momentum Company)

Head to our Zoom hub to watch on demand - link in the comments. ⏬🔗

31/03/2025

🤝 SGH Volunteering Day in action: 6 team members (including our CEO Giles Croker! 🙂), 15 racks of clothing, and more than 1,800 items sorted.

Our day at Vinnies Altona was about more than retail stock; it was about reconnecting with the community and contributing to something bigger.

Thank you to the Vinnies Victoria team for the opportunity to make a difference.

27/03/2025

Have you listened to Episode #5 of The Active Investor podcast yet?

With market uncertainty rising, picking the right stocks is more important than ever. In this episode, our CIO, Rob Hogg and Hamish Tadgell from the SGH High Conviction Fund explore:

🌏 Navigating Trump's policies and potential tariffs
📊 February's reporting season winners & losers
🔍 Strategies for investing in quality companies amid uncertainty

Full episode available on Spotify, Apple Podcasts and Youtube - links in the comments below. ⏬🔗



*The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed.

17/03/2025

Navigating uncertainty in volatile markets.
With political shifts and economic uncertainty ahead, we're making strategic moves to optimise risk and return for our investors.
Steve Hiscock & Rob Hogg share their insights on episode #4 of the Active Investor podcast.

🎧 Watch the clip & find the links to the full episode in the comments. ⬇️🔗

21/02/2025

RBA Decision: Rates, stocks, geopolitics and other shifts

In episode #3 of our Active Investor podcast, Robert Hogg, CIO and Head of Individual Portfolios at SGH sat down with Tim Gough and Stratton Bell, portfolio manager for SGH Individual Portfolios, to discuss the latest RBA decision, market reactions, and how client portfolios are positioned in response to these economic shifts.

Find links in the comments below.⬇️🔗

11/02/2025

SG Hiscock is growing, and we are thrilled to welcome four new faces and one familiar one returning from parental leave!

We can’t wait to see their impact on our team and clients. Join us in giving them a warm welcome! 👏🎉

Nick Wallace-Smith - Chief Financial Officer and Joint Company Secretary
Jason Smit - Business Development Manager
Alastair McKibbin - Head of Research and Consultants
Phil Anderson - Business Development Manager
Jessica Dalziell - Senior Client Associate

04/02/2025

🔥📅 Our live webinar calendar is packed! Swipe for details. ▶️

Get ready for expert insights from top investment professionals over the next few weeks. Join us live as they break down key market trends and opportunities:
📆 19/02 – Anton Kryachok, Morgan Stanley Investment Management
📆 26/02 – Matt Sgrizzi, LaSalle Investment Management
📆 06/03 – Irene Goh, abrdn Investments
📆 13/03 – Shawn Lee, SG Hiscock & Company
📆 17/03 – Travis Prentice, EAM Global Investors
💡 Live participants are eligible to earn CPD points. Wholesale clients only.

🔗 Registration is open now on our Zoom Events hub: https://events.zoom.us/eo/Agj7TkdWFHJUWvpaHUq7syCoOAKzRmNSWQWj8Knt_KZDqAJmBvfu~AggLXsr32QYFjq8BlYLZ5I06Dg

22/01/2025

🎙️ The wait is over!
The first episode of The Active Investor with SGH is here.
Join Steve Hiscock and Rob Hogg as they unpack 2024’s market trends and reveal what could surprise us in 2025 - China and Australia might just steal the spotlight.

Full details in the comments. 👇⏬

*The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives, financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed.

15/01/2025

🎙️ Happy New Year and welcome to the first episode of our new podcast - The Active Investor with SGH!

Join Stephen Hiscock and Rob Hogg as they explore:

📈 2024 Market Recap – Key trends in Australian equities, global markets, interest rates, and inflation.

🌏 2025 Outlook – Dominant investment themes, including U.S. exceptionalism, China’s potential surprises, and rate cut predictions.

🤔 Investment Strategies – Insights on managing portfolios in a dynamic and uncertain environment.

🎧 Tune in now and subscribe:
👉 Watch on YouTube: https://youtu.be/doYLLrYXOBc
👉 Listen on Spotify: https://open.spotify.com/episode/2XYjmI3XaREGpWLhK7A6Wx
👉 Read the transcript: https://sghiscock.com.au/the-active-investor-from-macro-to-micro-2025-themes-and-investment-outlook/

***The podcast does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives. Financial situation or needs of any person and should not be considered a recommendation.

The views in this podcast are those of the contributors at the time of recording. Neither SGH nor any of its related parties provide any warranty of accuracy. Returns are not guaranteed.***

The Active Investor w/SGH · Episode

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 🔗 https://bit.ly/4d6nGvL

16/07/2024

What exactly is EAM's Informed Momentum®️ investment process?

Travis Prentice tells us in less than 60 seconds 👌🏻

Learn more about the EAM Global Small Companies Fund here 👉🏻 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.

18/04/2024

Travis Prentice, Portfolio Manager of the EAM Global Small Companies Fund, recently spoke to Ausbiz about the power of generative AI and its market impacts.

"Some of the estimates have spending on AI anywhere from growing from about US$60 billion this year to US$300 billion in the matter of five years. And from a data centre capacity perspective, more than doubling what we've built in far as data centre capacity over the last 25 years in the next five years," stated Travis.

You can watch the full interview with Ausbiz here 👉🏻 https://bit.ly/3JfN7ho