A deep pool of experience

Our Investment Philosophy

We believe the primary driver of investment returns is company earnings and a broad investment approach incorporating many sources of information, reflected in a diversified portfolio of long and short positions with tight risk control will deliver superior risk adjusted returns over time.

Our risk control using proprietary Sage Groups - which groups companies by how they tend to perform in different market conditions - is a unique element of our strategy and helps us to control macro risks to produce a portfolio that can perform well no matter where we are in the market cycle.

The long game
Achieving a superior investment outcome in the long term comes from finding the appropriate balance between a range of trade-offs that face investors.
Strong yet flexible
We maintain a strong conviction in our stock views and balance this with the flexibility to adjust to new information.
long/short investing
We believe that long short is the best way to invest - we profit from positive and negative views with more diversification.
A balanced approach
We are structured and analytical in our approach, but balance this with intuition and insight.

Responsible investing

Evaluating sustainability related risks and opportunities are a key part of our investment process. Through our qualitative scoring system, we score each listed company to ensure we identify risks that could materialise within the portfolio from an environmental, social and governance perspective.

Sage Capital is a signatory to UNPRI.

Long term performance is driven by a rigorously tested quantitative model, developed to harmoniously support specialist fundamental analysis, which is repeatably applied through our investment process.

Deeply diverse client base

We have a wide range of clients, including institutional investors and endowment funds, professional advisers and their clients, as well as sophisticated investors. We aim to deliver on our performance objectives with the highest level of integrity, trust and transparency.

A team with in-depth experience

Our investment team has more than 70 years of joint experience managing Australian and global equities. We draw on our long track record of managing equities and our experience across industry sectors, investment styles and asset markets to construct our portfolios.

Insights