top of page
Weekly Brief Sheet - 20/06/22
In the US the S&P 500 Index recorded its worst weekly decline since March 2020 and ended the week 24% below its January peak...
Jun 20, 20222 min read
H&G High Conviction Fund - May 2022 Update
H&G High Conviction Fund returned -0.2% net of fees in May 2022 in the context of a large market sell-off.
Jun 14, 20223 min read
Weekly Brief Sheet - 06/06/22
Provides a market round up, a selection of useful data points we use for our investment analysis, and some interesting articles/charts we...
Jun 6, 20223 min read
Weekly Brief Sheet - 23/05/22
Provides a market round up, a selection of useful data points we use for our investment analysis, and some interesting articles/charts we...
May 22, 20222 min read
Weekly Brief Sheet - 16/05/22
Provides a market round up, a selection of useful data points we use for our investment analysis, and some interesting articles/charts we...
May 15, 20223 min read
H&G High Conviction Fund - April 2022 Update
H&G High Conviction Fund returned 0.8% net of fees in April 2022 in the context of intense market volatility.
May 10, 20223 min read
Weekly Brief Sheet - 09/05/22
Most of the major benchmarks endured a fifth consecutive week of losses as interest rate and inflation worries continued.
May 9, 20222 min read
Weekly Brief Sheet - 02/05/22
US indexes endured a fourth consecutive week of losses, as growth fears were compounded by some disappointing earnings results from Amazon
May 2, 20222 min read
H&G High Conviction Fund - The Markets in Three Charts - April 2022
Welcome to the April 2022 edition of The Markets in Three Charts. For this edition, we have found some interesting social, economic, and...
Apr 22, 20226 min read
Weekly Brief Sheet - 11/04/22
Provides a market round up, a selection of useful data points we use for our investment analysis, and some interesting articles/charts we...
Apr 11, 20222 min read
H&G High Conviction Fund - March 2022 Update
Continued preservation of capital in volatile markets helping to maintain a significant outperformance over the last 12 months.
Apr 7, 20223 min read
Weekly Brief Sheet - 04/04/22
The major US indexes ended mixed for the week, with the S&P 500 Index closing out its best month since December
Apr 4, 20222 min read
Weekly Brief Sheet - 28/03/22
Provides a market round up, a selection of useful data points we use for our investment analysis, and some interesting articles/charts we...
Mar 28, 20222 min read
Weekly Brief Sheet - 21/03/22
Provides a market round up, a selection of useful data points we use for our investment analysis, and some interesting articles/charts we...
Mar 21, 20223 min read
H&G High Conviction Fund - February 2022 Update
Preservation of capital in weak markets helping to maintain a significant lead over the ASX Small Ords during financial year to date.
Mar 18, 20223 min read
Reach Markets Webinar December 2021
Joseph Constable, Portfolio Manager of H&G High Conviction Fund, presented on the investment strategy of the Fund
Mar 14, 20221 min read
H&G High Conviction Fund - The Markets in Three Charts - February 2022
INTRODUCTION We are back once again with another edition of The Markets in Three Charts. For this edition, we have found some interesting...
Mar 11, 20225 min read
High Conviction Fund - January 2022 Update
OBJECTIVE We invest in and actively engage with companies that have superior fundamental prospects but are priced at a discount relative...
Mar 11, 20223 min read
H&G High Conviction Fund - The Markets in Three Charts - December 2021
Welcome to our final edition for the year of The Markets in Three Charts. To round out the year and (what a year it’s been) we’ve decided...
Dec 31, 20215 min read
bottom of page