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S A G E B U L L
Appointment
About SageBull

We help our clients define and achieve superior financial outcomes

Sagebull is dedicated to assisting clients in shaping and attaining exceptional financial results by providing distinctive insights, well-structured investments, and top-tier service. At a time when financial markets were transitioning towards electronic execution, we introduced ourselves with the concept that analyzing financial data could unveil statistical trends and fresh investment prospects.

We were among the early trailblazers in what is now recognized as quantitative and systematic investing. Our core principle continues to be rooted in the scientific method, guaranteeing an impartial and objective approach to data, enabling rigorous research to unveil valuable insights that underpin well-defined and thoroughly tested investment strategies. The scientific method remains at the heart of what we do. It ensures an objective, unbiased approach to data, allowing rigorous research to uncover the insight that creates clear and tested investment strategies.


Technology is our bedrock. It enables our research with the latest machine learning and cloud computing techniques, manages our huge volumes of financial and alternative data, and connects us seamlessly to trading exchanges across the world. Unlike many in our sector, we have a strong culture of collaboration and teamwork. Drawing on our academic heritage, we believe that sharing ideas across teams creates the best culture for innovation, development, and success.

Expectations

What kind of income can I expect in the future?

When financial markets began a significant shift towards electronic execution, we initiated our venture with the core belief that the analysis of financial data would unveil statistical patterns and fresh avenues for investment. As one of the early trailblazers in what is now recognized as quantitative and systematic investing, we have maintained a steadfast commitment to the scientific method. This commitment ensures an impartial and objective approach to data, facilitating rigorous research to reveal insights that serve as the foundation for well-defined and rigorously tested investment strategies.

Our foundation is firmly rooted in technology, which serves as the backbone of our operations. It empowers our research through cutting-edge machine learning and cloud computing techniques, efficiently manages vast volumes of financial and alternative data, and seamlessly connects us to global trading exchanges.

Distinguished from many within our industry, we foster a robust culture of collaboration and teamwork. Drawing upon our academic heritage, we firmly believe that sharing ideas across teams fosters the ideal environment for innovation, development, and ultimately, success

10+

Years of
Experience
Better for You at SageBull

Grow Your Wealth

Many people invest to build their wealth over time. Some investors want to help fund a comfortable retirement without depleting assets over their lifetime. Others seek to grow their investments over a long period—even beyond their life span—to leave legacy for heirs, beloved charities or other organizations. Regardless of the reasons, identifying an effective path to build your wealth can be challenging.

The financial industry is awash with recommendations on how to build and protect wealth. Some wealth-building strategies exclusively target income-producing assets, like dividend-paying stocks and corporate bonds. Others lean heavily on financial products like mutual funds and annuities. However, not all approaches are created equal. Many people frequently invest in strategies and vehicles they don’t fully understand because they’ve received advice that may not be in their best interest.

At SageBull, we believe in transparency and investor education. Understanding your investment options and why they may—or may not—be appropriate for your situation is key to making sound financial decisions and, ultimately, building wealth. We want you to understand what you are investing in and how your investment strategy can help you achieve your long-term goals.

Better for You at SageBull

Professional Investment Portfolio Management

SageBull believes in portfolio management tailored to your needs.
As a client, you will receive a portfolio we believe is appropriate to help reach your investment goals, managed with an investment practice deeply rooted in our own time-tested processes and philosophies.
Our portfolio management approach—combined with our proactive, personalized client service—has allowed us to manage portfolios for more than 12 years. We currently serve over 15,000* clients globally.
Our Investment Policy Committee (IPC) has over 20 years of combined industry experience. Supported by our large Research Department, the IPC monitors global economic and market conditions and makes strategic investment decisions for client portfolios.
Our approach is based in active, flexible portfolio management. Scroll down to learn more about our investment approach and how we tailor client portfolios.

SageBull

Understanding Different Asset Types


There is an abundance of investment products—or “assets”—available to investors today. Understanding their potential benefits and downsides is an important step in creating an investment strategy designed to help you reach your long-term financial goals.


Which Financial Asset Types Should Investors Consider?


As you prepare for retirement, you’ll likely have to consider the types of financial assets you’d like to invest in.
Are you interested in stocks? Bonds, gold, or real estate? Before selecting any specific asset type for your retirement portfolio, it’s important to first consider some important questions.

Asset Allocations

Asset allocation significantly impacts long-term investment success, responsible for around 70% of returns. Accepted rules can mislead; thinking stocks are always riskier than bonds oversimplifies. A bond-heavy retirement portfolio may reduce short-term volatility but increase the long-term risk of depleting resources..

Annuities

Annuities, while offering steady income, are complex contracts that may not always provide the promised safety. They involve both the investor and the insurer, and terms like "guaranteed withdrawals" can imply lower risk. However, these contracts are often intricate, and buyers may not fully grasp their terms. Many annuities come with high costs and extended lock-in periods.

Wealth in Retirement

Retirement is an exciting phase—time for new interests, travel, and cherished moments. It's important to continue investing even during retirement. Ongoing investment is vital for achieving extended financial goals. The years before retirement were crucial for investing, but retirement itself isn't the finish line. Continuing to invest post-retirement ensures a comfortable, secure lifestyle in line with long-term aspirations.

Our Investment Strategies


ABSOLUTE-RETURN INVESTMENT STRATEGIES


Our multi-asset and fixed-income absolute-return strategies aim to generate positive returns, regardless of market conditions. They offer a proactive approach to balance growth and protect against capital loss during uncertain and volatile periods. These strategies provide dynamic portfolios, allowing for strategic and tactical adjustments to maximize opportunities. Emphasis is placed on capital preservation through effective risk management, providing potential for appealing long-term absolute returns. It's worth noting that there's no obligation to mirror market indices.


  • MULTI-ASSET SOLUTIONS:

    We provide a diverse range of customizable multi-asset investment solutions, incorporating both systematic and fundamental strategies tailored to our clients' needs. For over three decades, we've leveraged our expertise in equities, fixed income, currencies, commodities, and alternative investments to craft multi-asset strategies for our clients.

  • Why Multi-Asset Investing?:

    Investors have specific objectives that demand a flexible and comprehensive approach. We focus on delivering those specific outcomes. Our approach encompasses alpha generation and beta structuring through a disciplined and replicable process. Our active investment decisions are rooted in a thorough evaluation of fundamental valuations and macroeconomic drivers within a risk-conscious framework. This, coupled with effective risk management and capital protection, aims to enhance overall risk-adjusted returns. We believe that both systematic and fundamental approaches complement each other in constructing portfolios.

  • EQUITY STRATEGIES:

    In an ever-evolving landscape, our equity investors at SageBull are prepared to confront tomorrow's challenges today. We've revolutionized equity research at its core. Our approach involves small, agile specialized research teams, covering investigative research, forensic accounting, and private-market analysis. This complements our robust foundation of fundamental equity research. Additionally, we have dedicated teams for quantitative analysis, fixed-income assessment, and responsible investing, further enhancing the scope of our capabilities. All these components come together in a unified, collaborative multidimensional research platform designed to optimize information flow and alpha capture. Drawing on a rich history of uncovering thematic insights and integrating them into our research process, we believe our investment teams are well-positioned to deliver compelling outcomes across our diverse array of active equity investment strategies.

  • FIXED INCOME STRATEGIES:

    We take an active approach to global fixed-income investing, seeking opportunities across markets. Given the influence of shifting economic trends on bond markets, our focus primarily lies in a top-down allocation approach. We leverage thematic research to inform our long-term perspective and issuer selection. Our allocation strategy is characterized by its opportunistic and discerning nature. We do not seek to mirror bond indices based solely on the scale of debt issuance. The team's judgment, coupled with a range of valuation tools, plays a crucial role in our approach. Each issuer undergoes thorough research by sovereign or credit analysts who assess all risks. Currency risk is managed separately from bond allocation. We offer strategies geared towards absolute returns with cash-related benchmarks, as well as fixed-income strategies managed against traditional bond indices. Our stable, seasoned team members have collaborated for several years, ensuring a cohesive and experienced approach to our investment strategies.

SUSTAINABLE INVESTMENT STRATEGIES


We employ sustainable strategies to balance current and future stakeholder needs, aiming for sustainable returns and positive global impact. We understand our investments influence not only financial outcomes, but also key societal and environmental factors. This mutual interest guides our active, engaged approach as asset owners, meeting responsibilities to clients and society. Our investment teams drive positive change through active engagement, voting, and promoting industry best practices. Evidence supports that companies focused on long-term stakeholder interests and effective risk management often yield resilient returns. We do not adhere to market index tracking, as our approach is tailored to our unique sustainable strategies.

Better for You at SageBull

We Believe

We aim to lead the alternative investment industry, driving returns and positive impact. Our growth as a major investment manager reflects our shared values, skilled leadership, and focus on performance. Our diverse investor base includes large institutions like pension funds, insurance companies, banks, and sovereign wealth funds. We invest to foster thriving businesses and lasting value for stakeholders. Our flexible capital supports established businesses across various asset classes. With approximately $378 billion in assets under management, our distinct strategies collaborate to provide innovative solutions and strong risk-adjusted returns. This multi-asset approach offers insights into industry trends, deal flow, and value assessments. Our team is dedicated to shared success, whether protecting capital, creating value, or aligning interests. We strive to earn the trust of individual investors and institutions alike, crafting tailored solutions for their unique needs and performance expectations.

  • 01

    Personalized Portfolio Management

  • 02

    Disciplined Investment Approach

  • 03

    Flexible Investment Approach

  • 04

    Global Diversification

Personalized Portfolio Management

As you give us more information about your personal portfolio considerations, we will recommend an initial strategic asset allocation based on your specific objectives. We will review this asset allocation with you in detail before proceeding to build your portfolio.

Disciplined Investment Approach

We use a time-tested investment approach that informs the mix of stocks, bonds and other securities to hold in your portfolio. First, we analyze the global macroeconomic environment and market conditions to identify what we believe are the most attractive investment categories. Then, we select individual securities within those categories that fit your tailored investment strategy

Flexible Investment Approach

We believe our approach helps enhance returns and reduce risk by making forecasts and changing asset allocations accordingly. This tactical approach is different from the style of investing in many mutual funds or from money managers who tend to adhere to a static allocation of stocks and bonds and are unwilling or unable to make changes based on market conditions.

Global Diversification

Many investors focus only their home country’s stocks. Investment opportunities, however, abound in our increasingly connected global economy. We seek diversification and potential returns by investing across global equity markets..

About Lab

Financial advice that works for you. Today and tomorrow.

No matter how you amassed your wealth, there come three crucial questions: How can I safeguard it? How do I foster growth without undue risks? And how do I manage it to enhance my life without sacrificing my relationships, work, and passions? Tailored financial guidance is the key. It provides assurance for the future and enriches your present, enduring the test of time. Yet, its effectiveness hinges on a profound comprehension of your current situation, your aspirations for yourself and your family, your investment philosophy, risk tolerance, and more. Armed with this foundation, your Sagebull financial advisor can assist you in adapting your wealth to life's evolving circumstances, crafting your perfect retirement lifestyle, and leaving a meaningful legacy for those and causes you hold dear.


Our Policy

We consider our own corporate social responsibility along three pillars with the ambition to be a good employer, promote diversity and gender equality, manage our own environmental footprint, and adhere to and promote best RI practices within the industry.

             Our Focus

The world is changing quickly as it rises to the environmental and social challenges facing us and we are committed to building a sustainable business that serves our employees and clients. Finance plays an important role in tackling these challenges and we are focused on remaining at the forefront.

Expectations

How we Work

We think, analyze, and execute differently from other companies. Striving for above-average, long-term performance for our client’s portfolios, our team follows a strategic investment philosophy and process that has proven successful for over 10 years.
As a fundamental manager, we are focused on quality with a discipline on valuation. The foundation of our investment process is our proprietary, in-depth fundamental research. While hinged on extensive research, our investment process also incorporates a margin of safety on both quality and valuation of the investments we make, including a conservative projection and a disciplined valuation

10+

Years of
Experience


  • Opportunities to learn and grow:

    We encourage our people to invest their money and get involved in long-term professional development, so we recoup the cost of authorized business-related education and training. And that’s why we offer informal advice from managers and partners to help people get on-the-job training and support.

  • We put clients first:

    The message is simple: client-centricity in everything we do. We always act in your best interest, while ensuring that the integrity and trust that form the backbone of a long-term relationship are always present. This means our clients talk to us and we listen, so that we can create bespoke, future-fit solutions that truly align with their unique needs. Sounds simple? Not always, but we pride ourselves on meeting every challenge.

  • We are connectors:

    We create and nurture connections between all our stakeholders, including our employees, our clients, our industry, NGOs and academia. To facilitate this we share ideas and knowledge, actively engage and learn from each other, and are truly open to different opinions. Connection also requires a culture that is open and inclusive for everybody regardless of race, gender, sexual identity and background. Diverse people naturally will come up with diverse ideas and views: essential for our long-term success.

Our Core Values

Collaborative

We achieve more together. We believe that active collaboration across our team and with our investors and strategic partners generates better outcomes.

Entrepreneurial

We innovate and build. We empower our people to take an “ownership approach,” operate as leaders and pursue smart risks because we believe this drives excellence

Self Aware

We reflect and evolve. We believe in direct feedback, approach everything with a growth mindset, celebrate our wins, learn from our losses and strive for continuous improvement.

Trustworthy

We are dedicated stewards. We serve an important role in the lives of our stakeholders and we honor the trust that has been placed in us through our daily actions.

SageBull Advantage

KEY STRENGTHS

Building wealth by combining hard data with human ingenuity is a contemporary approach. Yet it’s how we’ve always worked. For a long time, our clients have looked to us for innovative, evidence-based strategies. As a result, we’ve chosen to develop particular expertise in sustainable and quantitative investing. In thematic investing, credits and emerging markets, we use that same approach to exploit opportunities and unlock potential.

Reach Us

Private Markets

Innovation and disruption are everywhere.
With industry stalwarts losing overnight to new upstarts, understanding competitive dynamics is key to generating investment returns – by investing in the winners but also, importantly, by avoiding the losers.
Companies are staying private for longer, which makes it difficult for public equity investors to fully understand the risk of disruption from these companies.
We have therefore developed a private-markets team that allows our investors to peek behind the curtain into the private realm and provide insights that can enhance our investors’ understanding of the risks or opportunities in relation to their public holdings.

Alternatives

Certain alternative investments, including infrastructure, renewable energy and commodities, can be less sensitive to the economic cycle, offering diversification benefits and the prospect of stable returns.
However, careful analysis remains essential, and our specialists undertake detailed research in order to obtain a deep understanding of the business models and structures of these companies.

People

Our commitment to our people is key to our culture. As a business based on knowledge and relationships, it is important that our employees are challenged and empowered to grow along with our organisation. Our people-driven culture allows us to create an inclusive environment where all employees can thrive. We foster a culture driven by a shared commitment to our mission and diversity, equity and inclusion (DEI). Our approach promotes collaboration, innovation, shared knowledge and equal opportunities for all. We achieve this by creating an inclusive work environment that appreciates diversity of thought and provides policies and benefits that support the needs of our employees and their families

Delivering Excellence

We seek to work with our clients over the long term, and their experience of us will be shaped by our culture – which we see as one of our biggest differentiators. We foster a merit-based, values-driven culture by embedding five attributes into the recruitment, goal-setting, appraisal and promotion processes for our employees.

             Creating a better workplace

We foster a working environment where our people, performance and clients matter equally. We take a strong stance regarding inclusion and we care for the health, well-being and safety of our employees.

Expectations

Secure your Future

This, in many ways, is the culmination of everything you’ve been working towards. We want to ensure that your successful business sets a great foundation for your future. What does that future look like? Everyone has a different dream, a different ideal life. This means every person needs a different plan to get there. As we put together your plan we’ll work closely with Sagebull’s team of experts, who draw on a 20-year history of growing and protecting clients’ wealth. We will first seek to understand the life you want for you and those you care about. Then, we’ll help you achieve it. We will structure your finances effectively and tax efficiently and ensure your investment portfolio protects your wealth while freeing up capital so you can enjoy the benefits of your hard work. If you are a business owner, as well as looking after your family’s future, we’ll also help you to secure a successful future for your business. As a specialist part of SageBull, we provide trustee, estate management and lifestyle assistance services to leave you with less admin and more time for things you find fun, fulfilling and fruitful.

Research


Research is in our DNA and the basic principles established in 1991 remain unchanged today. We create models based on the statistical properties of financial instruments and then use these models to develop systematic trading strategies. The ‘scientific method’ enables us to take an unbiased approach to research and our team of PhDs together with our strong ties with leading academic institutions ensure we remain at the forefront of our field. This approach is critical to driving consistent innovation and development in our quantitative strategies, portfolio construction and execution.

Technology


Technology is at the core of SageBull. It enables research, implements investment strategies, trades on multiple exchanges and markets around the globe, and monitors performance. We believe maintaining and developing successful alpha strategies requires continuous investment in technology: the continued integration of machine learning, AI and cloud computing techniques with our 6+ petabytes of financial and alternative data open up new opportunities and decreases time to deployment.

Risk management


All our trading strategies are rigorously tested and piloted prior to deployment. A dedicated team monitors trading portfolio risk to gauge risk levels and performance, a process that relies on proprietary monitoring systems and software. And in periods of extreme market volatility or unprecedented market events, the board has the authority to override the algorithms and reduce portfolio risk.