Sage Capital is a specialist equities investment manager, wholly owned by its directors and staff.
Keeping our interests aligned with yours, we aim to generate returns and control risk through a style and cycle neutral investment process, that combines quantitative and fundamental analysis.
Our senior portfolio managers bring experience and specialist skill, as well as deep insights into active stock selection.
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.
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.
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.
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.
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