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IMC Global Small Companies Fund update – Q2 2025
In this Q2 2025 IMC fund update, Portfolio Manager Travis Prentice breaks down how the fund outperformed in a volatile quarter and where it's finding strength now.Brent Tuckerman25 July, 2025ICE Fund update – Q2 2025
In this ICE Fund update for Q2 2025, Roger Walling discusses standout stocks like Catapult and Life360, fund positioning changes, and what to expect next.Brent Tuckerman25 July, 2025SGH LaSalle Concentrated Global Property Fund update – Q2 2025
In this SGH LaSalle Concentrated Property Fund update for Q2 2025, Matt Sgrizzi covers GREIT performance, portfolio changes, and where the team sees compelling value today.Brent Tuckerman25 July, 2025SGH Enhanced Income Trust update – Q2 2025
In this Enhanced Income Trust update, Stratton Bell recaps Q2 2025 performance, shifting rate dynamics, and how the fund is positioned for yield.Brent Tuckerman25 July, 2025Catholic Values Trust & Income Trust update – Q2 2025
In this Income Trust & Catholic Values Trust update, David Chen discusses Q2 2025 performance, portfolio shifts, and the trust’s values-based investing philosophy.Brent Tuckerman25 July, 2025Informed momentum: Winners, Losers, and Emerging Trends in Global Smalls
The performance of the EAM Global Small Companies Fund in the December quarter was very strong, both in absolute and in a relative sense, in Australian dollar terms was up…Brent Tuckerman22 July, 2025IMC Global Small Companies Fund update – Q1 2025
In this IMC fund update, we unpack Q1 2025 performance, the impact of DeepSeek and US policy changes, and why momentum and small caps may be poised to rebound.Brent Tuckerman22 July, 2025CIO market update for May 2025
In this month’s CIO market update, Rob Hogg discusses investor habituation to tariff volatility, a strong rebound in equities, and resilient economic data. While uncertainty persists, both the US and…Brent Tuckerman10 July, 2025CIO market update for June 2025
In this month's CIO market update, Rob Hogg explores why markets remained surprisingly calm amid global tensions, and how trade talks and rate cut expectations drove investor optimism.Brent Tuckerman10 July, 2025
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