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Sage Capital is a Sydney-based boutique Australian equities fund manager founded by Sean Fenton, a veteran long/short investor previously with Tribeca Investment Partners. Sage runs a concentrated, benchmark-unaware Australian equities long/short strategy, applying deep fundamental research to both long and short positions with the aim of delivering strong absolute returns across varying market conditions. The team emphasizes rigorous company and industry analysis, seeking structural winners to buy and structurally challenged businesses to short, rather than relying purely on macro or momentum signals. Sage is distributed through the Yarra Capital Management and other platforms, targeting wholesale and adviser-distributed investors seeking genuinely active Australian equity exposure.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.