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. Launched officially in December 2021, Paragon SAGE 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.
As a result of demand from our largest institutional investors, Paragon SAGE also has an institutional tranche available to provide the best possible value.
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