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Financial Management

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Financial Management at SageBull


Introduction


Our global multi-boutique asset management business is a dynamic, active manager, offering an extensive range of specialist investment capabilities designed to meet the evolving needs of our clients across the globe.

One of Americans most trusted investment managers through our brands Sagebull, we have a growing presence in the US, UK and Europe. Sagebull is a truly global asset manager with a growing international footprint and approximately $317 billion in assets under management (AUM) across a broad range of investment strategies managed by world-class teams of investment professionals.

Within America, the combined group has a broad range of capabilities across American and global equities, credit, fixed income, multi-asset and ESG and, as one of American’s longest serving and most trusted investment managers, our longstanding commitment is to deliver superior outcomes for our clients over the long-term.

CONTEMPORARY, MULTI-ASSET CAPABILITIES

Global Shares

Underpinned by our long-standing and market leading American equities capability, Sagebull Corporation America also offer an extensive, contemporary range of funds. Click below to find out more about our range of funds.
Benefit from broader opportunities with global shares.
Global shares provide diversification in an investment portfolio, as well as exposure to the world's best companies and industries underrepresented in United States.
Investing in global shares provides geographical and industry diversification, which may improve a portfolio’s risk and return potential.
In accessing companies that operate in a different environment from America, you can potentially benefit from broader opportunities.
Country-specific drivers of share performance, such as economic growth, politics and regulatory issues, have the potential to create wide variations in share performance over differing timeframes. This creates abundant opportunities for active investors who are continually seeking quality companies and are not limited to investing in a single country or region.

WHY INVEST IN GLOBAL SHARES?

The Possibilities

Investment opportunities

The substantial size of the global share market provides investors with the potential to capture thousands of additional investment opportunities.

Wider range of industries

An investment in global shares can provide access to future growth leaders in industries such as healthcare and information technology – industries that are comparatively small in America

Diversification benefits

Spreading your money across different regions and industries can improve your portfolio’s risk and return potential as companies operating in differing environments are exposed to different drivers of performance.

OUR ALTERNATIVES CAPABILITIES


Diversification through new solutions


The rise of alternatives is amongst the key investment themes we have witnessed over recent years as investors explore dynamic, new solutions to diversify their portfolios. Our investment teams are experts in their field, leveraging diverse strategies, innovation through collaboration, and global thought leadership to develop sophisticated alternative investment solutions.


  • Infrastructure:

    We invest patiently and strategically, with a focus on creating and building long-term value. Well-managed infrastructure assets can provide long-term institutional investors with benefits, including portfolio diversification, earnings stability, participation in economic growth, protection from inflation and portfolio risk management.



Why Sagebull fixed income and credit



  • Predictable outcomes:

    We focus our portfolio on delivering predictable outcomes - capital stability, regular income, and liquidity. These are characteristics that investors generally seek from ‘defensive’ asset classes.

  • Risk aware:

    We will only add risk to our portfolios when we expect it will be sufficiently rewarded. This ensures that the defensive qualities of our portfolios are not compromised.

  • Stable and experienced team:

    SageBull’s experienced credit and fixed income team have delivered through different market cycles, with the senior portfolio managers working together for over a decade. Our current capability set has been built on a strong foundation, with SageBull managing debt-like portfolios since 2012.

  • Active trading of quality assets:

    SageBull’s approach is to actively manage good quality credit and fixed income assets. Quality assets tend to be more liquid, have lower transaction costs, are issued in greater volume, and are more likely to experience spread contraction as they approach maturity. An active risk aware approach can help to add value for investors across the less transparent fixed income markets.


Our infrastructure success and competitive advantage are built on six key principles.


  • Targeting high-quality assets:

    We target core infrastructure assets that typically have monopoly-like characteristics, including strong market positions, conservative leverage, predictable regulatory environments and high barriers to entry.

  • Managing for long-term net returns:

    Our infrastructure strategies target a total return outcome that comprizes capital growth and cash yield using conservative levels of leverage. We aim to assist assets to deliver capacity enhancing capital investments that meet the long-term needs of customers and the community.

  • A large, dedicated investment team

    Our team is able to implement appropriate governance structures and proactively work with experienced and capable management teams.

  • Focused on value creation

    Our team can facilitate large, complex transactions, as well as smaller, accretive opportunities. We are also able to position individual operating companies and platform investments to allow for bilateral transactions.

  • Unique proprietary portfolio construction

    Our infrastructure portfolio methodology (InFRAME) analyzes the underlying revenue streams and value drivers of infrastructure assets

  • An integrated responsible investment approach

    We take an integrated approach to responsible investment considerations. We believe this enhances the productive capacity and net performance of our portfolio companies over the long term.

BENEFIT FROM INVESTMENTS THAT CAN DELIVER CAPITAL STABILITY.

Income and liquidity

At Sagebull, we offer a range of cash, credit and fixed income solutions and are specialists in investing in quality debt.
We take a highly active approach to buying and selling credit and fixed income securities and invest extensively across industries, maturities and the capital structure.
We aim to create well-diversified and highly liquid portfolios that perform well across market cycles. We focus on generating income and seek to avoid losses so that portfolio returns are stable.
While some fixed income securities can move in the same direction as share markets, our risk aware approach seeks to provide the defensive attributes investors expect from fixed income – such as high levels of capital security, consistent income, liquidity and a low correlation to shares.

FULL-SPECTRUM OFFERING

Power, gas and emissions

Deregulated power industry leader in major markets globally. Utilising our trading presence in gas and power, SageBull combines activities in the physical and financial markets to create highly effective and bespoke risk management solutions for clients across the energy asset class:

  • Transport optimisation
  • Trading/hedging
  • Market analysis and research
  • Financing and capital solutions

Sagebull is continuing to grow its presence in the physical liquified natural gas space as the industry expands as an emerging area of focus globally.

  • Emissions
  • Carbon offsets
  • Natural gas
  • LNG
  • Biomass
  • Hydropower
  • Responsibly sourced gas

Agriculture and oil

Providing tailored solutions across agriculture, crude oil, and refined products for more than 20 years. We provide myriad solutions for producers, consumers, trade houses and investors. Our global agriculture and oil expertise extends across the entire process of production to consumption, providing clients with access to a unique understanding of the market. Utilising our trading presence, SageBull leverages physical and financial capabilities to create highly effective and customised solutions. Our business offering includes:

  • Transport optimisation
  • Hedging and risk management
  • Credit intermediation,Physical logistics and storage systems
  • Cross-barrel, global, financial and physical platform
  • Cargo/inventory financing
  • Chartering and freight services
  • Access to pipeline capacity
  • Supply/offtake agreements
  • Supply chain solutions
  • Execution capabilities in carbon-offset oil and oil products
  • A dedicated supply and demand market analytics team
  • Crude oil
  • Refined products
  • Wet freight
  • Transport fuels
  • Chemicals
  • Plastics
  • Sugar
  • Grains and oilseeds
  • Meat, livestock and dairy
  • Sugar, coffee and cocoa
  • Ethanol/renewables
  • Pulp, paper and cotton
  • Soybean complex

SAGEBULL'S PROVEN TRACK RECORD


Sagebull has a proven track record of providing capital and financing, risk management, market access, and physical execution and logistics services across the power, gas and emissions, agriculture and oil, and resources sectors globally.
Risk and capital solutions across physical and financial commodity markets.
We provide capital and financing, risk management, market access and physical execution and logistics services across the power, gas and emissions, agriculture and oil, and resources sectors globally. We also offer commodity-based index products to institutional investors.

Our in-house schedulers, structurers, logistics experts, meteorologists, geologists, petroleum and mining engineers have deep industry expertise and technical knowledge, enabling robust evaluation of opportunities in both the advanced exploration and early development phases of projects.