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.
YEAR | JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | SINCE INCEPTION |
2021 | - | - | - | - | - | - | - | - | - | - | - | 0.30 | 0.30 | - |
2022 | -0.80 | -1.51 | 0.61 | -6.59 | 0.11 | -3.80 | 4.06 | -2.60 | -7.34 | 0.12 | 11.39 | -1.40 | -8.67 | - |
2023 | 8.19 | -3.43 | 3.87 | 0.70 | -0.60 | 2.21 | 3.15 | -3.72 | -2.67 | -2.24 | 4.79 | 3.87 | 14.19 | - |
2024 | -1.05 | 1.93 | 3.13 | -1.38 | 2.80 | -1.54 | 3.59 | 4.98 | 7.28 | 21.13 | 26.70 |
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