Focus on the company, not the market as volatility reigns

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While the ASX100 companies in aggregate have struggled to grow earnings, there are many other companies with sustainable long-term earnings growth outside of this cohort, says SG Hiscock’s Callum Burns, portfolio manager of the SGH ICE fund. “Some investors are focused on market movements and volatility, and how low the market can go. Our focus […]

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Morningstar awards ‘Silver’ rating to SGH ICE maintains ‘Neutral’ rating on SGH20

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Research house Morningstar has upgraded SG Hiscock’s SGH ICE Fund to ‘Silver’ and maintained its ‘Neutral’ rating of the SGH20 Fund in its latest review*. In its review of the SGH ICE Fund, Morningstar said: “The Fund is a solid strategy, and our enthusiasm for it has continued to grow. “The Fund was recently awarded […]

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SGH ICE fund added to Asgard

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SG Hiscock’s SGH ICE fund has been added to the Asgard platform. The fund, which was launched in 2006, has $200 million in funds under management and is distributed by Equity Trustees. SGH ICE typically invests in mid-to-small cap industrial franchise companies listed on the ASX that deliver robust earnings growth. Callum Burns, portfolio manager, said […]

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Difficult to replicate assets with an entrenched market position the key to performance

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Companies that hold assets which are difficult to replicate, such as brands, licenses, patents, distribution rights, logistical capability and a captive client base, and operate these difficult to replicate assets with the objective of entrenching their products in the marketplace, should be in the sights of investors and advisers looking for superior medium-to-long term performance, […]

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