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 return and control risk through a balanced investment process, combining quantitative and fundamental analysis.
Our senior portfolio managers bring experience and specialist skill, as well as deep insights into stock selection and investment strategies.
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.
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 always aim to deliver on our performance objectives with the highest level of integrity, trust and transparency.
Our investment team has more than 60 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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