Sean is Managing Director and Founder of Sage Capital. Sean is a highly experienced fundamental and quantitative investor, with more than 25 years industry experience managing Australian equity investment mandates.

Prior to founding Sage Capital in June 2019, Sean was Portfolio Manager at Tribeca Investment Partners for 14 years where he managed the Alpha Plus long/short fund since its inception in 2006. Prior to Tribeca, Sean spent seven years at AMP Capital as a Senior Portfolio Manager co-managing the quantitative equities fund. Sean commenced his investment career at Credit Suisse where he spent four years evaluating companies (sell side) and providing equity strategy research.

Sean holds a Bachelor of Commerce (Finance) with First Class Honours from the University of New South Wales and is a Graduate of the Australian Institute of Company Directors.

Kelli is Portfolio Manager and responsible for specific sector company fundamental analysis. Kelli has over 22 years’ experience as an Analyst and Portfolio Manager in the Australian and US equity markets across small, mid and large caps. Kelli’s fundamental analysis coverage includes Consumer, Healthcare, Infrastructure & Utilities.

Kelli joined Sage Capital at its inception in June 2019. Kelli has previously held senior roles at AMP Capital where she was Analyst/Portfolio Manager for Australian large and small cap funds, Janus Henderson where she managed a US Small cap fund, and Northcape Capital where she was Portfolio Manager and Analyst for the small and mid-cap funds. Most recently Kelli was a Senior Equities Analyst at Platypus Asset management.

Kelli holds a Bachelor or Commerce degree, is a CFA Charter holder and has completed the Australian Institute of Company Directors course.

James is Portfolio Manager and responsible for specific sector company analysis. James has over ten years investment experience and joined Sage Capital at its inception in June 2019. Prior to this, James spent over eight years as an Investment Analyst with Tribeca Investment Partners covering Financials, Telecommunications, Technology and Real Estate sectors. Prior to Tribeca, James worked as an Investment Analyst at Metisq Capital, a Fidante subsidiary of Challenger Group, covering the Australian market as part of the Asia Pacific equities team. He began his career as a Junior Analyst at Frontier Advisors in 2007.

James is a CFA Charter holder and has a Bachelor of Commerce (Finance) with First Class Honours from Monash University.

Peter is Portfolio Manager and responsible for trading and portfolio execution.  Peter is an experienced Quantitative Analyst with over ten years of financial industry experience.

Peter joined Sage Capital at its inception in June 2019. He previously spent three years at Tribeca Investment Partners responsible for developing quantitative strategies for the long short Australian equity fund as well as developing and jointly running the Global Macro fund.  Prior to this, Peter worked at Boronia Capital as a Quantitative Researcher developing systematic trading strategies in global futures and foreign exchange markets.  

Peter holds a PhD in Mechanical Engineering from Delft University of Technology and Honours in Applied Mathematics from the University of Sydney where he was awarded a University Medal.

Josh is a dealer responsible for trading. Josh joined Sage Capital in March 2023, having started his career as a graduate at Credit Suisse where he spent two and a half years in the High Touch Sales & Trading team, responsible for executing institutional orders for Australian Equities.

Josh holds a Bachelor of Commerce (Liberal Studies) from the University of Sydney, majoring in Finance, Economics and Business Analytics, and is a Designated Trading Representative in Equities and Derivatives.