About Sage Capital
Sage Capital is an independent and specialist equities investment manager, wholly owned by its directors and staff. Established in June 2019, Sage Capital provides investors with access to two long/short Australian equities strategies that aim to generate return and control risk through a balanced investment process that uniquely combines quantitative and fundamental analysis.
The senior portfolio management team brings experience and specialist skill, as well as deep insights into stock selection and investment strategies.
Philosophy & Process
Sage Capital believes long term value creation is achieved by going deeper into company analysis, balanced with the rigour of an objective process. Sage Capital’s stock selection process utilises two complementary sources of return, employing both a quantitative and a fundamental process. The objective of this process is to identify companies that will deliver superior earnings outcomes on an attractive risk/reward basis.
Managing Director and Portfolio Manager
Sean is Managing Director and Founder of Sage Capital. Sean is a highly experienced fundamental and quantitative investor, with more than 20 years industry experience managing Australian equity investment mandates. Prior to founding Sage Capital in June 2019, Sean was Portfolio Manager at Tribeca Investment Partners for 14 years where he managed the Alpha Plus long/short fund since its inception in 2006. Prior to Tribeca, Sean spent seven years at AMP Capital as a Senior Portfolio Manager co-managing the quantitative equities fund. Sean commenced his investment career at Credit Suisse where he spent four years evaluating companies (sell side) and providing equity strategy research.
Sean holds a Bachelor of Commerce (Finance) with First Class Honours from the University of New South Wales and is a Graduate of the Australian Institute of Company Directors.
Kelli Meagher, CFA
Kelli is Portfolio Manager and responsible for specific sector company analysis. Kelli has over 20 years’ experience as an Analyst and Portfolio Manager in the Australian and US equity markets across small, mid and large caps. Kelli has previously held senior roles at AMP Capital where she was Analyst/Portfolio Manager for Australian large and small cap funds, Janus Henderson where she managed a US Small cap fund, and Northcape Capital where she was Portfolio Manager and Analyst for the small and mid-cap funds. Most recently Kelli was a Senior Equities Analyst at Platypus Asset management.
Kelli holds a Bachelor or Commerce degree, is a CFA Charterholder and has completed the Australian Institute of Company Directors course.
Peter Moore, PHD
Peter is Portfolio Manager and responsible for trading and portfolio execution. Peter is an experienced Quantitative Analyst with over eight years of financial industry experience. He has held previous roles at Tribeca Investment Partners where he was responsible for developing quantitative strategies for the long/short Australian equity fund and developed and jointly managed the Global Macro fund. He also worked at Boronia Capital as a Quantitative Researcher developing systematic trading strategies in global futures and foreign exchange markets.
Peter holds a PhD in Mechanical Engineering from Delft University of Technology and Honours in Applied Mathematics from the University of Sydney where he was awarded a University Medal.
James Delany, CFA
James is Portfolio Manager and responsible for specific sector company analysis. James has over ten years investment experience, and prior to joining Sage Capital, spent over eight years as an Investment Analyst with Tribeca Investment Partners covering Financials, Telecommunications, Technology and Real Estate sectors. James has also worked as an Investment Analyst at Metisq Capital, covering the Australian market as part of the Asia Pacific equities team. He began his career as a Junior Analyst at Frontier Advisors in 2007.
James is a CFA Charterholder and has a Bachelor of Commerce (Finance) with First Class Honours from Monash University.
CC Sage Capital Equity Plus Fund
Actively managed exposure to long/short Australian equities.
CC Sage Capital Absolute Return Fund
Market neutral or absolute return Australian equities exposure.