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.
The Fund is an active extension Australian equities long/short strategy.
Aims to achieve positive returns in excess of the S&P/ASX 200 Accumulation Index, after fees and expenses, over the long term by taking both long and short positions in selected Australian shares.
Provides exposure to a more diversified portfolio of stocks aiming to provide an improved risk/reward trade-off and more consistent returns over time.
It will typically hold between 100-120 positions.
The Fund is a market neutral Australian equities long/short strategy.
Aims to generate positive returns above the RBA Cash Rate, after fees and expenses, over the long term by taking both long and short positions in selected Australian shares.
Provides a source of uncorrelated returns to equity markets - where short positions and long positions offset each other.
Watch short video on the Sage Capital Investment Process
Why invest with Sage Capital?
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.
