Sage Announces 130/30 Equity Strategy

This month, Sage is proud to introduce a new investment product strategy. We have leveraged our core strengths as a top-down manager, as well as our experience in ETF management, to unveil the next evolution in investment management: 130/30 Enhanced Equity Strategy.

The Sage Enhanced Equity product is a maximum 30% short and 130% long extension strategy focused on asset class segments using exchange-traded funds and other indexed investment products rather than individual securities. The strategy utilizes Sage's equity market segment ranking system to objectively rank the relative attractiveness of equity market segments across all market caps and styles. Additionally, up to 30% may be invested in non-core equity segments such as commodities, emerging markets and REITS to offer excess return opportunities, diversification benefits and downside protection in weak core equity market environments. Please see the attached product sheets for more information:

View the most recent 130/30 Product Sheet