The SGH Fund Update
The SGH Fund Update
Podcast Description
Updates for SGH Investment Strategies
Podcast Insights
Content Themes
Covers investment market analyses, portfolio updates, and sector performances with episodes discussing the Australian market trends, gold price surges, and critical minerals investments, including highlights on specific companies like Monty Industries.
Updates for SGH Investment Strategies
SGH Opportunities Fund Update – March 2025
March was anything but quiet for markets — and the SGH Opportunities Fund remained active, selective, and focused on valuation.
In this monthly update, Portfolio Manager Rory Hunter and Sophie Smith, Investment Analyst, walk through how the Fund delivered +0.5% for the month — outperformingthe benchmark by more than 4% — and repositioned to capture emerging themes across strategic metals, gold, and electrical services.
Key moves and insights from March:
Gold M&A: Spartan Resources merges with Emyria to form a high-margin, 500koz+ producer – SGH re-entered Spartan with high conviction.
Strategic metals rally: Lavato Resources (+33%) and Astronaut Industries (+18%) surged on Europeandefence spending stimulus.
Bolt-on value: Southern Cross Electrical acquired Force Fire, delivering earnings accretion, recurring revenue, and margin uplift.
Portfolio rotation: Trimmed Lavato, Genesis Minerals, and GDG on valuation. Added to Botanic Pharma after a misunderstood pullback.
With major macro shifts underway — from defence spending to rate policy — the Fund continues to stay agile, thematic, and valuation-led across small and mid-cap opportunities.
Learn more about the SGH Opportunities Fund at https://sghiscock.com.au/fund/sgh-opportunities-fund/
Timeline:
00:00 Market Backdrop
00:30 Performance Recap
01:00 Spartan + Emyria Merger
02:15 Southern Cross Acquires Force Fire
03:30 Strategic Metals Surge
04:30 Portfolio Adjustments
05:45 Botanic Pharma Thesis
06:30 Final Thoughts & Outlook
Disclaimer: This podcast is produced by SG Hiscock and Company. It does not constitute financial advice and assumes a certain level of knowledge. It is general information only and does not take into account the investment objectives. Financial situation or needs of any person and should not be considered a recommendation. The views in this podcast are those of the contributors at the time of recording. Returnsare not guaranteed.
Equity Trustees is the responsible entity for the fundmentioned in the podcast.
Neither SGH, Equity Trustees nor any of its related partiesprovide any warranty of accuracy. You should obtain a copy of the Product Disclosure Statement before making a decision about whether to invest in this product.
Please refer to the podcast description for full disclosures- https://sghiscock.com.au/podcast-disclosures-and-disclaimers/
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