SageOne Core Portfolio

SageOne Core Portfolio

Fund Snapshot

Year of Inception 2009
Number of Stocks 15
Investment Horizon Medium Term
Fund Managers CFA Samit Vartak

About Fund Managers

Samit Vartak Founder & CIO, SageOne Investment Managers - AIf pms Expert

CFA Samit Vartak, the fund manager of SageOne Core Portfolio, has done an MBA and a Bachelors in engineering with honors. He has 25+ years of  experience.

Unique Feature

High-yielding stocks with a low price-to-earnings ratio.

Investment Philosophy

  • SageOne Core Portfolio looks for niche business leaders with earnings that are projected to rise at a rate of > 20% (CAGR) over the investment period of 3-5 years, driven by industry growth and market share gains from competition. The fund aims to perform significantly better than their competition during stressful times.
  • Over the course of an economic cycle, they choose funds that can outperform the benchmark indices by at least 5% (annualised).