Sage Capital

In a recent market update Sage lamented the RBA’s recent decision to re-engage interest rake hikes after pausing only a month earlier. Policy outcomes have become confusing, the fund manager noted, with the path to a soft landing becoming even narrower.

Green shoots of relief from central banks will take some time to filter into the economy due to a confluence of factors according to Sage Capital.

Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.

The two fundies were among the major winners at the Australian Alternative Hedge Fund Awards in Sydney on Thursday night, with the event celebrating its 18th year in marking the best alternative managers in the country.

Recent market turbulence has brought market neutral long short strategies into primacy, with funds able to look at companies with a clear lens and avoid taking large binary positions.

With bad news priced in, long-short manager Sean Fenton is positive on returns.

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on ‘Why do more volatile conditions benefit long-short strategies?’

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on ‘What systems do you use in assessing your long & short positions?’

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on ‘Where do you see the greatest long and short opportunities?”

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on ‘Why is style-neutral important as a long-short manager?”