Launched in December 2021, the Paragon SAGE Fund is a sector-agnostic global equity fund that seeks to achieve long term capital appreciation by investing in quality companies through a systematic portfolio management process.
The fund applies a fundamental bottom-up basis to build a portfolio of strong companies with a durable competitive advantage. To supplement the portfolio approach, the fund makes tactical adjustments to the cash levels in accordance with changes in market conditions.
Due to institutional demand, Paragon SAGE also has an institutional tranche to provide enhanced value to institutional investors.