SAGE CAPITAL Overview
Sage Capital Management Llc is a hedge fund that manages 152.9 MM dollars in regulatory AUM and has 3 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/05 to 09/30/15. The fund's latest filing disclosed 7MM in positions, representing 5% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/05 to 09/30/15. The fund's latest filing disclosed 7MM in positions, representing 5% of the manager's regulatory AUM.
SAGE CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SAGE CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
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FEATURED IN
SAGE CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Peter H. Delisser | Chief Executive Officer | July-1988 |
| Karen Heston | Chief Investment Officer | April-1993 |
| Michael C. Ippolito | Chief Compliance Officer | October-2004 |
| Kevin B. Chupack | Coo | January-2008 |
| William S. Rubenfaer | Managing Member | January-2008 |
SAGE CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
SAGE CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our Methods of Analysis and Investment Strategies
We specialize in investment strategies utilizing dollar denominated convertible debt securities and preferred stocks than be exchanged for common stock. Our main strategy can be characterized as market neutral, seeking to achieve high current income and capital gains while maintaining a low correlation to the fluctuations in the broad equity markets. We invest mainly in convertible securities of U.S. companies and employ short selling to enhance income and hedge against market risk. We also write (sell) options against the convertible long positions where appropriate, for hedging purposes and to enhance income. We also utilize U.S. treasury debt and exchange-traded funds to partially hedge our portfolios against unfavorable movements in interest rates or volatility levels.
Our convertible arbitrage strategy is subject to many risks and inves...
Unlock Full Investment Process Description
Our Methods of Analysis and Investment Strategies
We specialize in investment strategies utilizing dollar denominated convertible debt securities and preferred stocks than be exchanged for common stock. Our main strategy can be characterized as market neutral, seeking to achieve high current income and capital gains while maintaining a low correlation to the fluctuations in the broad equity markets. We invest mainly in convertible securities of U.S. companies and employ short selling to enhance income and hedge against market risk. We also write (sell) options against the convertible long positions where appropriate, for hedging purposes and to enhance income. We also utilize U.S. treasury debt and exchange-traded funds to partially hedge our portfolios against unfavorable movements in interest rates or volatility levels.
Our convertible arbitrage strategy is subject to many risks and inves...
Unlock Full Investment Process Description
SAGE CAPITAL Portfolio Concentration
SAGE CAPITAL Location
665 SOUTH ORANGE AVENUE
SUITE 3
SARASOTA, Florida
UNITED STATES, 34236-7569
SUITE 3
SARASOTA, Florida
UNITED STATES, 34236-7569
SAGE CAPITAL Contact Information
Phone Number: 941-952-1032
Fax Number: 941-952-9033
Website: null
Fax Number: 941-952-9033
Website: null
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