MEET THE MANAGER
Posted on November 12, 2020
FFA’S CEO TY COCKLE INTERVIEWS SEAN FENTON
FFA’s CEO Ty Cockle recently sat down with Sean Fenton the Managing Director at Sage Capital to discuss the investment philosophy behind Sage Capital, as well as the Absolute Return Fund and managing risk in testing times.
See below our featured snippets.
LONG/SHORT STRATEGIES
A RIGOROUS INVESTMENT FRAMEWORK
MANAGING RISK IN TESTING TIMES
INVESTMENT PROCESS AND RESULTS
ACTIVE MANAGEMENT AND VOLATILITY
THE SWEET SPOT
PORTFOLIO REVIEW AND MARKET OUTLOOK – SEP 2020
WHAT ARE SOME OF THE CHALLENGES – SEP 2020
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Like it or not, we live in interesting times. More than a decade after the Global Financial Crisis, the global economy is facing fresh headwinds creating uncertainty for policy makers and investors alike. This time around it’s not a debt crisis, although debt levels are extremely high, but geopolitical instability.
With interest rates at historic lows and likely to stay that way for some time, retirees and other investors who depend on income from their investments are on the lookout for a decent yield. Income from all the usual sources, such as term deposits and other fixed interest investments, have slowed to trickle. Which is why many investors are turning to Australian shares for their reliable dividend income and relatively high dividend yields.