Sage One – Flagship Growth 2 Fund
|Year of Inception||2021|
|Number of Stocks||15-20|
|Investment Horizon||3 years|
|Fund Managers||Mr. Samit Vartak, CFA|
Build and maintain a portfolio in high conviction growth ideas available at prices at or below fair value
Conversation with Mr. Samit Vartak, Sageone Investment Manager
Sage One investment Philosophy
SageOne believes in and stands by the following philosophy while investing:
SageOne believes in investing in high-growth businesses. They trace and track companies that gain and hold market share, contributing significantly to their earnings growth. The criteria they apply while selecting these businesses is they should have long-term growth potential of more than 20% per annum and 25% at the portfolio level. Those businesses that satisfy the earlier stated criteria should not require additional dilution of equity to achieve growth. This does not apply to financial companies with a long-term growth potential above 20%.
SageOne believes in and is known for dealing with clean and competent management. While investing, there is always a threat of fraud. There is much management that steals from the investor’s money. SageOne maintains a zero-tolerance policy when it comes to such control. They prefer letting go of a supposedly good opportunity if they hold even a tiny doubt about the management’s integrity.
SageOne believes in sustainable competitive advantage. They look for companies and businesses which have a long-term competitive advantage. This shall be validated by their market leadership. They focus on industries that appeal to them from a long-term value creation point of view. SageOne keeps a close and active look at Return on Capital. Return on Capital is an excellent indicator of the quality of the management team and the competitive advantage of a business. ROCE and ROE of at least 20% achieved without an excessive amount of leverage are what SageOne focuses on.
SageOne maintains its primary focus on superior and high-growth businesses. They would not buy a weak business irrespective of its price. SageOne believes that the winners will take care of themselves to avoid the losers within the practical investment market.
About Fund Managers
Chief Investment Officer
Samit Vartak is the founder and chief investment officer of SageOne Investment Managers LLP. He has experience of about ten years of identifying and investing in multi-baggers. Mr. Vartak is renowned for his investment choices. He is skilled and knowledgeable about corporate strategy and valuation. Mr. Vartak shares his skills in prestigious investor forums and business schools as a guest speaker. His company has a quarterly newsletter that is widely read by the investment community.
Mr. Vartak, a bachelor of engineering with honours, further pursued his studies and completed his Master’s in business administration. He did his MBA from Olin business school of Washington University, USA. Samit Vartak is also a certified financial accountant from the USA.
Mr. Vartak had worked in management consultancy and valuation in the USA until 2006 when he returned to India. He has also worked with well-known companies like Deloitte, Ernst & Young, PricewaterhouseCoopers consulting, and Gap Inc.
Click Here about Samit Vartak
What is SageOne’s aim?
SageOne aims to serve as perfect guardians to their clients by giving them special knowledge, advice and help them throughout their investment journey.
How does SageOne choose businesses to invest in?
Sage looks for the following businesses to invest in:
What type of services are offered by SageOne Investment PMS?
SageOne offers both discretionary and nondiscretionary Portfolio Management Services.
What is the fee structure or commission slab of SageOne?
For the details of fees and commission, feel free to contact https://aifpms.com/.
Write your queries and investment-related issues, and we will reply to you soon.
What are the benefits which one would get while investing with SageOne investment PMS?
Investing with SageOne will provide you with the following benefits:
- Investors will receive top faculty for investing.
- Availability of back-office report, where investors will get all the latest information.
- Information about all the transactions via email or SMS.
- Proving flexible investment plans.
- Get the best results with the tremendous experience of SageOne.