Insights

A contemporary lens with a proven and balanced approach

Managers Views
July 20, 2019

Having managed Australian equities portfolios for many years on behalf of some very large institutional investors, as well as retail investors, we realised the need for a specialist firm that could solely dedicate itself to generating alpha over the long term by deploying a unique strategy, combining fundamental and quantitative company research. One that could also provide a solution to help lower correlation to equity markets by holding both long and short positions – in a risk controlled way. This has been our vision for some time and the formation of Sage Capital in June 2019.

Our team is highly skilled and credentialled in portfolio construction and management and is committed to the investment philosophy that underpins this strategy. As a team, we have been managing Australian equities in this style for many years and over many business cycles. We believe our experience and dedication to the disciplined management of Australian equities is even more important as financial markets and investment products evolve with increasing complexity.

We look forward to meeting our investors and providing further insight on our approach to managing equities portfolios.

Sean Fenton
Managing Director, Portfolio Manager

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
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