Sage Capital's two Australian equities long/short investment funds are now open for investment.
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.
CC Sage Capital Equity Plus Fund
- 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.
> View the fact sheet
CC Sage Capital Absolute Return Fund
- 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.
- It will typically hold between 100-120 positions.
> View the fact sheet
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.
This information is for professional and wholesale investors only and has been prepared by Sage Capital Pty Ltd ACN 632 839 877 AR No. 001276472 (‘Sage Capital’). Channel Investment Management Limited ACN 163 234 240 AFSL 439007 (‘CIML’) is the responsible entity and issuer of units in the CC Sage Capital Equity Plus Fund ARSN 634 148 913 and the CC Sage Capital Absolute Return Fund ARSN 634 149 287 (collectively ‘the Funds’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (‘Channel’) provides investment infrastructure services for Sage Capital and is the holding company of CIML. This information is supplied on the following conditions which are expressly accepted and agreed to by each interested party (‘Recipient’).
This information contains general financial product advice only and has been prepared without taking into account the objectives, financial situation or needs of any particular person. It is intended solely for wholesale clients (including sophisticated investors) as defined under sections 761G and 761GA of the Corporations Act 2001 (Cth).
The information provided should not be considered personal advice, a recommendation, or an offer to invest in the Funds. Recipients should not rely on this information in making investment decisions. A Recipient should, before making any investment decisions, consider the appropriateness of the information, and seek professional advice.
Neither Sage Capital, Channel, CIML or their representatives and respective employees or officers (collectively, ‘the Beneficiaries’) make any representation or warranty, express or implied, as to accuracy, reliability or completeness of this information or subsequently provided to the Recipient or its advisers by any of the Beneficiaries, including, without limitation, any historical financial information, the estimates and projections and any other financial information derived there from, and nothing contained in this information is, or shall be relied upon, as a promise or representation, whether as to the past or the future. All investments contain risk. Past performance is not a reliable indicator of future performance.
For further information and before investing, please read the Product Disclosure Statement and Target Market Determination which is available from
www.channelcapital.com.au
