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SageOne Small/Micro Cap Portfolio

SageOne Small/Micro Cap Portfolio

Fund Snapshot

Year of Inception 2019
Number of Stocks 15
Investment Horizon Long 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 Small Micro Cap Portfolio, has done an MBA and a Bachelors in engineering with honors. He has 25+ years of  experience.

Unique Feature

Investing in small and mid cap stocks with attractive valuations

Investment Philosophy

  • 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).