Alpha FM adds SGH to model portfolios
Infocus Wealth Management’s Alpha Fund Managers has awarded an allocation to SG Hiscock & Company (SGH) for one of its small cap strategies, SGH Emerging Companies Fund.
The fund, which is an actively managed and benchmark unaware strategy investing in ASX listed companies with a market capitalisation below $500 million, delivered a net return of 33.29 per cent over the past three years, according to FE Analytics’ data.
SGH was established in 2001 in Melbourne and the firm specialised in Australian equities and property securities.
SGH’s managing director, Stephen Hiscock said: “We are delighted that a quality institution such as Alpha has conviction in our company and the portfolio manager, Adrian Di Mattina.”
“Adrian has incredible investment acumen and a long track record in small caps investing.”
AUTHOR
Oksana Patron
Recommended for you
Tribeca Investment Partners has made a distribution hire from Australian Ethical in a newly-created role focused on the national intermediary market.
Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.
Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.
Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration.
