Sage Advisory Services Adds Kudu Investment Management as Minority Partner
AUSTIN, Texas and NEW YORK, Dec. 13, 2023 /PRNewswire/ -- Sage Advisory Services, Ltd. (Sage), an investment manager with more than $23 billion in client assets under management and advisement, primarily in fixed income strategies, and Kudu Investment Management, LLC (Kudu), a provider of permanent capital solutions to independent asset and wealth managers, today announced that Kudu has made a minority investment in Sage.
- AUSTIN, Texas and NEW YORK, Dec. 13, 2023 /PRNewswire/ -- Sage Advisory Services, Ltd. (Sage), an investment manager with more than $23 billion in client assets under management and advisement, primarily in fixed income strategies, and Kudu Investment Management, LLC (Kudu), a provider of permanent capital solutions to independent asset and wealth managers, today announced that Kudu has made a minority investment in Sage.
- Sage's investment strategies include taxable and tax-exempt fixed income, liability-driven investing, enhanced cash management, global tactical ETF asset allocation, and responsible investing.
- Sage continues to be led by executive committee members Smith; Thomas Urano, co-CIO; Robert Williams, chief investment strategist; Michael Walton, managing partner; and Robert Moser, managing partner.
- "In Kudu we have found a strategic partner to sustain the next chapter of Sage's growth and development," Smith said.