SageOne Small/Micro Cap Portfolio
|Year of Inception||2019|
|Number of Stocks||15|
|Investment Horizon||Long Term|
|Fund Managers||CFA Samit Vartak|
About Fund Managers
CFA Samit Vartak, the fund manager of SageOne Small Micro Cap Portfolio, has done an MBA and a Bachelors in engineering with honors. He has 25+ years of experience.
Investing in small and mid cap stocks with attractive valuations
- SageOne Small/Micro cap portfolio looks for small and micro cap 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.
- As the name suggests, SageOne Small/Micro Cap Portfolio invests in small and micro cap companies.
- Over the course of an economic cycle, they choose funds that can outperform the benchmark indices by at least 5% (annualised).