At SunSage, we recognize that each client’s financial journey is unique. To accommodate your distinct objectives, we craft personalized investment portfolios that reflect your goals and risk tolerance. While every portfolio is tailored, our overarching commitment to strategic excellence ensures your capital is effectively positioned in both equity and debt markets.

Proprietary Fundamental Research
Unparalleled Insight - Absolute & Relative Analysis
Monitoring over 1600 securities, we run both fundamental and technical analysis on each security using software developed from scratch and improved over the last 20 years. The decision to buy or sell is primary based on the fundamentals. As seen in Figure A below, all the basics calculations as of now and over the last seven years are conducted on the equity and its peer group. One of our fundamental indicators (Rank Return) helps us to confirm a buying opportunity while a dilution calculation tells us what management is doing to our ownership position as shareholders.		    
   

Figure A
   
         
    Proprietary Technical Research
Unparalleled Insight - Mood Reflected in Price, Volume, and Time
We utilize technical analysis to help with the timing of market entries and exits. As seen in Figure B below, signals created from On Balance Volume (OBV), Relative Strength Indicator (RSI), and Moving Average Convergence Divergence (MACD) calculations highlight unusual correlations that might be interpreted as either bullish or bearish. One of our technical indicators, The White Rhino, although rare, more often than not provides critical buy side intelligence.		    
   

Figure B
   
         
   

Investment Philosophy
Prioritizing Growth and Value
We are dedicated to investing in companies that exemplify growth, strong management, and sustainable value. Our focus is on businesses that offer significant dividends and are currently trading at or below intrinsic value. We carefully evaluate key indicators such as sound management, robust earnings, healthy cash flow, and manageable debt levels to identify high-potential investment opportunities.

Market Sector Engagement
Comprehensive and Neutral
Our investment strategy spans across essential market sectors, including Basic Materials, Energy, Financials, Healthcare, Industrials, Retail, and Technology. While we may favor undervalued sectors for short-term opportunities, our approach remains market sector neutral, allowing us to adapt to shifting dynamics while maintaining a diversified portfolio.

Capitalization Diversity
Embracing All Opportunities
We invest in a blend of small and large companies. While we have a strong preference for smaller enterprises that present greater growth potential, our strategy inherently supports a market capitalization-neutral stance.

Active Management
Performance Through Insight-Driven Results
We aim to consistently outperform market benchmarks through meticulous investment selection and sophisticated money management techniques. Our proprietary research equips us with unparalleled insights into market value, ensuring disciplined management practices that efficiently realize profits, reinvest capital as necessary, and divest unproductive holdings.

Inflation and Currency Resilience
Safeguarding Your Portfolio
In today’s changing economic environment, our investment strategy emphasizes assets that mitigate the effects of inflation and US dollar depreciation. By incorporating significant exposure to international securities and sectors that resist inflationary pressures, we safeguard your portfolio against turbulent market conditions.

Liquidity and Flexibility
Always Ready for Your Needs
We focus on investments that offer liquidity, enabling effortless conversion into cash when needed. Our selection of widely traded direct investments empowers you with maximum portfolio flexibility, ensuring you can access your capital promptly, whether you need it in months or minutes.

Client Commitment
Your Interests Come First
As your dedicated portfolio manager, we prioritize your financial well-being. Our commitment includes minimizing investment costs by carefully managing brokerage fees, custodial charges, and tax implications tailored to your specific situation.

At SunSage, we’re not just managing your investments; we’re partnering with you on your wealth-building journey. Let us help you navigate your financial future with confidence.

    
               
   
This Chart Summarizes the Characteristic Management Style.		    
   
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