Even in extremely tough markets like we're currently experiencing,opportunities remain. Sean Fenton will give his view of some of the companies facing major impacts due to demand and supply shocks to the economy and the opportunities that he sees, as well as his historical perspective on past downturns. Together these can provide some further signs for investors beyond the coronavirus.
He will also provide an update on how Sage Capital's portfolios are positioned and performing during these turbulent times.The performance of the CC Sage Capital Absolute Return Fund as at 31 March 2020 is provided below and is an illustration of the manager’s strong stock selection skill that, in times like this, can provide return potential while eliminating exposure to the underlying equity market. When included as part of a balanced portfolio, a market neutral strategy can also help to reduce overall investment portfolio risk.
CC Sage Capital Absolute Return Fund (APIR Code: CHN5843AU)
Performance as at 31 March 2020
Please keep me up to date with the latest Fund updates and investment insights.
