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
It was a year of extremes, with shares hitting record highs and interest rates at historic lows. Yet all in all, 2019 delivered far better returns than Australian investors dared hope for at the start of the year and Australians with a diversified investment portfolio had plenty to smile about.
As children, we are surrounded by stories. The books our parents read to us, the cartoons we watch, the imaginary games we play. As adults we might like to think that story time is over. But it isn’t.
Australia’s household debt is among the highest in the world and rising, thanks largely to worsening housing affordability and plentiful consumer credit. So how do we measure up and should we be worried?