Business
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Ask A Fund Manager
The Motley Fool chats with fund managers so that you can get an insight into how the professionals think. In this edition, Sage Capital portfolio manager Kelli Meagher tells how her team steered through the COVID crash last year and which companies are set to take off in 2021.
Investment style
The Motley Fool: What’s your fund’s philosophy?
Kelli Meagher: We have two funds. We have the Sage Equity Plus Fund and the Sage Absolute Return Fund. The difference is the Absolute Return Fund is market-neutral, and its returns are uncorrelated to the equity market; and the Sage Equity Plus fund does give exposure to the S&P/ASX 200 Index (ASX: XJO). The overall strategy of stock selection and risk control for both…
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