CC Sage Capital Equity Plus Fund
An active extension Australian equities long/short strategy.
Sage Capital is a specialist equities investment manager, wholly owned by its directors and staff. Established in June 2019, Sage Capital provides investors with access to two long/short Australian equities strategies that aim to generate return and control risk through a balanced investment process that uniquely combines quantitative and fundamental analysis.
The senior portfolio management team brings experience and specialist skill, as well as deep insights into stock selection and investment strategies.
CC Sage Capital Equity Plus Fund (the Fund) is an active extension long/short strategy. The Fund takes both long and short positions where the proceeds from the short positions are reinvested in long positions to retain exposure to the equity market.
The Fund gives you exposure to a more diversified portfolio of stocks aiming to provide an improved risk/return trade-off and more consistent returns over time.
The investment team utilises a style and cycle neutral investment process that combines two complementary sources of return derived from:
- Fundamental research − using deep insights to generate high conviction views; and
- Quantitative process − exploiting behavioural biases that exist within the market.
The aim of this unique process is to provide an improved risk/return trade-off and more consistent returns to investors over time.
| Aust. equities (long) | 90% - 150% |
| Aust. equities (short) | 0% - 50% |
| Aust. equities (net) | 90% - 100% |
| Cash and equivalents | 0% - 10% |
| Derivatives | 0% - 10% |
Potential for enhanced returns – investors gain exposure to the potential growth in the equity market as well as enhanced returns from active management. The investment process is enhanced through the use of short selling, where proceeds from the sale of short positions are reinvested into long positions.
Active returns – by gaining exposure to Sage Capital’s stock selection expertise. The long/short structure enables Sage Capital to fully utilise its investment process by selecting portfolio weights for stocks that are independent of the index weight, subject only to liquidity constraints.
Diversification − through a broader set of investment opportunities. The long/short structure aims to achieve active return targets more consistently by employing a more diversified portfolio in a style and cycle neutral fashion.
Short selling risk – there is higher risk in creating a short position than creating a long position in relation to a security.
Market risk – movements in financial markets due to economic, environmental or political conditions, or general market sentiment will result in the valuation of the Fund moving up or down.
Company specific investment risk – investments in shares of a company can fall in value for many reasons and these factors may not be predictable or identifiable prior to their impact on the market value of shares.
Refer to the Fund PDS for further detail on the risks.
This information is provided by the Investment Manager, 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 (‘the Fund’). Channel Capital Pty Ltd ACN 162 591 568 AR No. 001274413 (‘Channel’) is Sage Capital’s distribution partner. This information should not be considered advice or a recommendation to investors or potential investors in relation to holding, purchasing or selling units in the Fund and does not take into account your particular investment objectives, financial situation or needs. Past performance is not indicative of future performance. All investments contain risk. Before acting on any information you should consider the appropriateness of the information having regard to these matters, any relevant offer document and in particular, you should seek independent financial advice. For further information and before investing, please read the Product Disclosure Statement available from www.sagecap.com.au and www.channelcapital.com.au.
Sean is Managing Director and Founder of Sage Capital. Sean is a highly experienced fundamental and quantitative investor, with more than 20 years industry experience managing Australian equity investment mandates. Prior to founding Sage Capital in June 2019, Sean was Portfolio Manager at Tribeca Investment Partners for 14 years where he managed the Alpha Plus long/short fund since its inception in 2006. Prior to Tribeca, Sean spent seven years at AMP Capital as a Senior Portfolio Manager co-managing the quantitative equities fund. Sean commenced his investment career at Credit Suisse where he spent four years evaluating companies (sell side) and providing equity strategy research.
Sean holds a Bachelor of Commerce (Finance) with First Class Honours from the University of New South Wales and is a Graduate of the Australian Institute of Company Directors.
Kelli is Portfolio Manager and responsible for specific sector company analysis. Kelli has over 20 years’ experience as an Analyst and Portfolio Manager in the Australian and US equity markets across small, mid and large caps. Kelli has previously held senior roles at AMP Capital where she was Analyst/Portfolio Manager for Australian large and small cap funds, Janus Henderson where she managed a US Small cap fund, and Northcape Capital where she was Portfolio Manager and Analyst for the small and mid-cap funds. Most recently Kelli was a Senior Equities Analyst at Platypus Asset management.
Kelli holds a Bachelor or Commerce degree, is a CFA Charterholder and has completed the Australian Institute of Company Directors course.
Peter is Portfolio Manager and responsible for trading and portfolio execution. Peter is an experienced Quantitative Analyst with over eight years of financial industry experience. He has held previous roles at Tribeca Investment Partners where he was responsible for developing quantitative strategies for the long/short Australian equity fund and developed and jointly managed the Global Macro fund. He also worked at Boronia Capital as a Quantitative Researcher developing systematic trading strategies in global futures and foreign exchange markets.
Peter holds a PhD in Mechanical Engineering from Delft University of Technology and Honours in Applied Mathematics from the University of Sydney where he was awarded a University Medal.
James is Portfolio Manager and responsible for specific sector company analysis. James has over ten years investment experience, and prior to joining Sage Capital, spent over eight years as an Investment Analyst with Tribeca Investment Partners covering Financials, Telecommunications, Technology and Real Estate sectors. James has also worked as an Investment Analyst at Metisq Capital, covering the Australian market as part of the Asia Pacific equities team. He began his career as a Junior Analyst at Frontier Advisors in 2007.
James is a CFA Charterholder and has a Bachelor of Commerce (Finance) with First Class Honours from Monash University.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.sagecap.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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