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.
Investment markets are a highly complex set of interactions across the global economy, focused down into asset prices. Our investing success comes from the ability to navigate this flow of financial information and the shifts in market preferences and animal spirits.
We look to invest in a broad range of stocks, both long and short to build a diversified portfolio of between 80-100 positions. A unique element of our strategy is our use of proprietary Sage Groups, which groups companies by how they tend to perform in different market conditions - also helping us to control macro risks. We aim to be neutral within each of these Sage Groups so that our portfolio can perform well not matter where we are in the market cycle.
Evaluating sustainability related risks and opportunities are a key part of our investment process. Through our quantitative 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.
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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