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Sgh Australian Small Companies Fund (0P00007EBF)
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17/12 - Closed. Currency in AUD
- Morningstar Rating:
- Total Assets: 161.61M
Aberdeen Australian Small Companies Fund
3.460
+0.040
+1.23%
- Overview
- Profile
- Historical Data
- Holdings
0P00007EBF Overview
On this page you'll find an in-depth profile of Sgh Australian Small Companies Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00007EBF among other information.
Investment Strategy
The fund seek to identify and invest in quality Australian and New Zealand listed securities through first hand company visits. Quality is chiefly an evaluation of a company's management, balance sheet and business model. Only those companies which pass SGH's rigorous quality screen are considered for portfolio inclusion. The fund see risk in terms of investing in a poor quality company, or overpaying for a good one, and do not view risk in benchmark relative terms.
Contact Information
Address
367 Collins Street
Melbourne,Victoria 3000
Australia
Melbourne,Victoria 3000
Australia
Phone
61 3 9612 4663
Fax
61 3 9642 4430
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Hamish Tadgell | Portfolio Manager | 2023 | 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 | ||
| Stratton Bell | - | 2023 | Now |
| Biography | Stratton joined SGH as part of the merger with DMP Asset Management in 2019. Stratton commenced at DMP in May 2017 and has over 17 years’ experience in financial markets. Stratton began his career in corporate institutional banking at ANZ before moving into an equity analysis role at Guild Capital Asset Management and then at Bank of America Merrill Lynch. Immediately prior to joining DMP, Stratton was at (Victorian Funds Management Corporation) VFMC where he held the role of Senior Equity Analyst focusing on large cap analysis. Stratton holds a Bachelor of Business and is a Chartered Financial Analyst (CFA) charterholder. QUALIFICATIONS CFA; BBus Banking/Finance and Economics | ||
| Michael Kordick | - | 2023 | 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 | ||
| Tim Gough | - | 2023 | Now |
| Biography | Tim joined SGH in November 2016 – bringing over 20 years industry experience. He is a Senior Portfolio Manager in SGH Individual Portfolios team. Prior to SGH, Tim was the Head of Discretionary Portfolio Management at Deutsche Bank Wealth Management in Australia where he was responsible for both client relationships and managing balanced portfolios across a number of asset classes including equities, property, fixed interest and cash. Tim’s previous roles include Senior Investment Manager at HSBC Asset Management, Institutional Equities analyst at Macquarie Bank and consultant at a number of global financial organisations in London including Salomon Brothers and Barclays Global investors. QUALIFICATIONS Bachelor of Commerce and is both a Chartered Accountant and CFA | ||
| Shaw Lee | - | 2019 | Now |
| Biography | Shawn Lee is the lead portfolio manager for the SGH Australian Small Companies Fund, and joined SG Hiscock in April 2023. Shawn is a generalist investor that brings more than a decade of experience covering small and mid-cap companies. Most recently, Shawn was an Investment Manager at abrdn Australia where he helped to oversee the abrdn Australian small companies fund. Prior to joining abrdn, Shawn spent 5 years as an investment analyst at Adam Smith Asset Management and before this was a small cap sell side research analyst at CIMB Australia. Shawn also held prior roles at RBS and PwC. Shawn holds a Masters of Commerce in finance from UNSW and is a CFA Charterholder. | ||
| Phillip Li | - | 2018 | 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. | ||
| Robert Penaloza | - | 2011 | 2019 |
| Biography | Robert Penaloza is a Head of Australian Equities. Robert joined Aberdeen in 1997 as an Assistant Investment Manager on the Asia ex Japan Equity Team in Singapore where he gained the company's distinctive ‘bottom-up’ investment style and regional portfolio management experience. Robert was also CEO and Head of Investments for Aberdeen Thailand where he established the company's successful investment management business. Robert holds a BA in Business Management (banking and finance) from the Charles Darwin University, Australia and has successfully completed the General Management Program from Harvard Business School. Robert is a graduate member of the Australian Institute of Company Directors (MAICD) and a Fellow of the Thai Institute of Company Directors. | ||
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