For investors seeking to reduce market volatility risk within their portfolio or receive the benefits of enhanced exposure to Australian equities over the medium to long term, Sage Capital's two long/short strategies can help to provide more consistent returns in today's uncertain environment.
Sage Capital, led by Sean Fenton and a team of three senior portfolio managers, provides investors with access to risk controlled, active equity returns through a style neutral investment process that combines quantitative analysis with deep fundamental research.
Experience: The investment team has over 60 years experience, with diverse backgrounds across large mid and small cap equities, led by one of Australia’s longest standing long/short portfolio managers, Sean Fenton.
Style and Cycle Neutral Approach: Traditional style based investing has struggled with central banks printing money and passive fund flows distorting investment markets. Sage Capital's style and cycle neutral combination of quantitative and fundamental research is designed to deliver returns whether or not the current market environment continues.
Capacity: Performance focused and highly disciplined around capacity management, with strict capacity limits for both investment strategies.
Fees: Competitive fee structure that is not focused on base management fees but rather alpha generation to align the investment team with investors.
Process: An established and proven investment process that has been developed over 25 years through various market cycles.