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Sgh High Conviction Fund Professional Investor (0P0000YQK9)

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1.513 +0.010    +0.43%
02/05 - Closed. Currency in AUD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.72M
Type:  Fund
Market:  Australia
Issuer:  SG Hiscock & Company Limited
ISIN:  AU60ETL03737 
Asset Class:  Equity
SGH20 Professional Investor Fund 1.513 +0.010 +0.43%

0P0000YQK9 Overview

 
On this page you'll find an in-depth profile of Sgh High Conviction Fund Professional Investor. Learn about the key management, total assets, investment strategy and contact information of 0P0000YQK9 among other information.
Category

Equity Australia Large Growth

Total Assets

5.72M

Expenses

Inception Date

Oct 28, 2004

Investment Strategy

The Fund is a high conviction, active Australian equity fund. The investment manager believes in allocating capital to high quality ideas where they have conviction and insight, rather than managing to a benchmark. While the fund does not have any targeted style bias over a given cycle, it is likely to exhibit a quality and growth bias as a result of its stock selection process.

Contact Information

Address 367 Collins Street
Melbourne,Victoria 3000
Australia
Phone 61 3 9612 4663
Fax 61 3 9642 4430

Top Executives

Name Title Since Until
Phillip Li - 2023 Now
Biography Phillip Li is a former banker turned Equity Investor. His experience is in investing in Australian equities applying a quality based investment approach. He is maintaining a wide company coverage spanning large, mid, to small-caps and his current sector focus is Real Estate (lead), Healthcare, as well as Utilities. Previously he worked for ANZ Institutional Bank, National Australia Bank and abrdn before joining SGH in April 2023. Phillip has Bachelors of Commerce (Hons) from UNSW and he is based in our Sydney office.
Michael Kordick - 2018 Now
Biography Michael joined SGH in July 2018 as Assistant Portfolio Manager in the SGH High Conviction Fund team. Prior to this, he was a Portfolio Manager and Senior Investment Analyst at Equity Trustees, an Associate Consultant and Investment Analyst at Frontier Advisors and an Equities Analyst at Diogenes Research. Michael has over 14 years’ of investment experience. Qualifications: Bachelor of Commerce, Master of Applied Finance
Hamish Tadgell Portfolio Manager 2017 Now
Biography Hamish joined SGH in July 2015. He is Portfolio Manager of the SGH High Conviction Fund. Prior to this he worked at Goldman Sachs, where he was Chief Investment Officer – Australia for Global Investment Research. Hamish’s distinguished career in investment markets and equity research spans 24 years, during which he has held positions in both Australia and the UK at JB Were and Goldman Sachs. Previously, Hamish spent 7 years in professional services at Arthur Andersen. Qualifications: B.Com, CA
Robert Hook - 2004 2017
Biography Previous roles • Head of Australian Equities at HSBC Asset Management • Senior Portfolio Manager, National Asset Management • Executive Director (Head of Far East Equities) at Prolific Asset Management (London) • Chief Investment Officer (International) for Broadgate Asset Management • Portfolio management roles at Hoare Govett (London) • Senior Partner of stockbroker Mathison & Hollidge Inc (Johannesburg) Qualifications: M.B.A., B.Comm.
Rob Tucker - 2010 2017
Biography "Rob founded Chester Asset Management in 2017. Prior to Chester, Rob spent 7 years at SG Hiscock and was most recently the portfolio manager of the SGH Australia Plus product, a 25-40 stock Australian Equity portfolio with a mid cap bias, that was run in the same manner as the Chester High Conviction Fund. Rob was also the Co-Portfolio Manager for the SGH20 unit trust and key mandates from 2010 until November 2014 when he became the primary portfolio manager from November 2014 until his departure. Responsibilities included: portfolio construction and management, stock selection, macroeconomic analysis, research and marketing. Prior to joining SG Hiscock in 2010 Rob was Investment Director for Halbis Capital Management (formerly HSBC Asset Management) where he worked for 9 years as Portfolio Manager of the Australian Country Fund (2005-2010), Head of Research for Asia Pacific (2005-2007), and Portfolio Manager of the Asian Freestyle Fund (2008-2009). 5 of these years (2005-2010) were based in Hong Kong where he managed a large pool of money for a wide array of institutional clients. During his 5 years running the HSBC Australian Country Fund, the Fund delivered 4.3% outperformance per annum. Between 2001 and 2005 as well as Co Managing the Australian Active Fund from 2003 – 2005 Rob was also Australian Equities Analyst across: Healthcare, Building Materials, Energy, Transport, Media, Retail, Food and Beverages sectors. Rob also previously spent time as an Analyst at Merrill Lynch."
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