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SGH High Conviction Fund
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SGH High Conviction Fund update – March Quarter 2026
The SGH High Conviction Fund underperformed in Q2 2025 following a strong nine-month run. In this update, Hamish Tadgell and Michael Kordick discuss key contributors and detractors, including Nextdc, Netwealth,…Brent Tuckerman15 April, 2026SGH High Conviction Fund update – September Quarter 2025
The SGH High Conviction Fund underperformed in Q2 2025 following a strong nine-month run. In this update, Hamish Tadgell and Michael Kordick discuss key contributors and detractors, including Nextdc, Netwealth,…Brent Tuckerman30 October, 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, 2025From Valuations to Volatility – Breaking Down the ASX Reporting Season and What Comes Next?
Explore key takeaways from the ASX February reporting season. SGH breaks down sector trends, fund positioning & high-conviction stock insights for 2025.Brent Tuckerman24 March, 2025From Banks to Resources: How We’re Positioning for 2025
Expert insights from Hamish Tadgell and Mike Kordick - they discuss the SGH High Conviction Fund’s latest performance, market outlook for 2025, inflation and interest rate expectations, and key portfolio…Brent Tuckerman5 February, 2025SGH High Conviction Fund – Quarterly Update
December 2023, Hamish Tadgell What were the key performance drivers for the SGH High Conviction Fund during the December quarter? Like most of the last 12 months, the last quarter…Brent Tuckerman3 February, 2025SGH High Conviction Fund – Quarterly Update
March quarter performance and key drivers* It was another strong quarter in terms of equity market performance with the ASX 300 closing up 5.5% for the quarter, and the market's…Brent Tuckerman3 February, 2025SGH High Conviction Fund – September 2024 Update
Over the last 12 months, the SGH High Conviction Fund has returned about 22%, adding 7.4% during the September quarter.Brent Tuckerman3 February, 2025Hamish Tadgell – Taking Stock of Recent Market Volatility
Global equity markets have moved sharply lower in recent days on fears that the risk of recession may now be higher than investors had previously expected. Market interest rates have…Brent Tuckerman21 November, 2024
