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
RECENT POSTS
Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility.
Although we have seen extensive changes to the way we are able to conduct our business, our commitment to you – our clients, is unchanged.
The end of the election uncertainty and the investor-friendly policies of the Coalition produced a relief rally on financial markets. And the Australian dollar more broadly has suffered from a flight to safety as trade tensions between the US and China escalate, pushing the US dollar higher. Global bond yields and share prices have also fallen in May.