Exploring key themes and trends in the Australian equity market
Thursday, 29 July 2021 | 12:00pm - 1:00pm AEST Canberra, Melbourne, Sydney
The session will look at how investors should be thinking about the Australian equity market with regards to the following key themes:
- Impact of the pandemic on discretionary and non-discretionary spending
- How can investors hedge against inflation risk?
- Trends, opportunities and risks eventuating amid uncertainty
- Australian equity long short investing and the key differentiators of the Sage Capital strategies
- Portfolio positioning and market outlook
About This Presenter
Sean Fenton, Chief Investment Officer SAGE Capital
Sean is Managing Director and Founder of Sage Capital. Sean is a highly experienced fundamental and quantitative investor, with more than 22 years industry experience managing Australian equity investment mandates.
Sean is a career portfolio manager and equities investor. Prior to founding Sage Capital in June 2019, Sean was Portfolio Manager at Tribeca Investment Partners for 14 years where he managed the Alpha Plus long/short fund since its inception in 2006. Prior to Tribeca, Sean spent seven years at AMP Capital as a Senior Portfolio Manager managing the quantitative equities fund. Sean commenced his investment career at Credit Suisse where he spent four years evaluating companies (sell side) and providing equity strategy research.
Sean holds a Bachelor of Commerce (Finance) with First Class Honours from the University of New South Wales and is a Graduate of the Australian Institute of Company Directors.
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