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Strong Returns & Small Cap Opportunities – ICE Fund Investment Update
For the ICE Fund, it was a very positive period with core franchise investments recording solid profit growth, median earnings per share growth and quite affirmative outlook statements.Brent Tuckerman6 February, 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, 2025Resilience and flexibility amid economic uncertainty
David Chen, Portfolio Manager, Catholic Values Trust and Income Trust December 2024 Quarter Update Performance Overview It’s been an eventful but fantastic quarter, with several key factors driving Catholic Values…Brent Tuckerman5 February, 20257% Returns, Falling Rates & Portfolio Positioning for 2025
SGH Enhanced Income Trust navigates shifting interest rates and market volatility in December Quarter to deliver strong returns. Watch the video to her from Stratton Bell why fixed income remains…Brent Tuckerman4 February, 2025It’s all about Trump (and the US CPI)
Market performances in January were shaped by the response of investors to incoming President Trump’s raft of Executive Orders, the mid-month release of the better-than-expected US December Consumer Price Index (CPI) and,…Brent Tuckerman4 February, 2025EAM Global Small Companies Fund – Quarterly Update
What were the key drivers for the EAM Global Small Companies portfolio in the December Quarter 2023? When we look at the key drivers for the strategy, the fund was…Brent Tuckerman3 February, 2025SGH Property Income Fund – Quarterly Update
December quarter 2023 Key drivers for the SGH Property Income Portfolio performance in the December quarter of 2023? Last quarter was very strong for the AREITs sector and also, pleasingly,…Brent Tuckerman3 February, 2025SGH Medical Technology Fund – Quarterly Update
December quarter 2023 Key performance drivers for the SGH Medical Technology Fund in the December quarter? For the SGH Medical Technology Fund, the major drivers of performance in the quarter…Brent Tuckerman3 February, 2025ICE Fund – Quarterly Update
December 2023 Quarter What were the key drivers of the ICE Fund performance during the December quarter of 2023? The ICE Fund had an excellent quarter, gaining 5.5% net, and…Brent Tuckerman3 February, 2025
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