Sage One – Flagship Growth 2 Fund

The SageOne – Flagship Growth 2 Fund focuses on market-leading companies with a 20%+ CAGR earnings growth potential that is trading at a discount or fair value. We search for companies in stable industries with sizable and expanding markets for their goods and services that have a sustained competitive edge. If a company’s performance is subpar, the stock price is irrelevant, and we wouldn’t be interested in it. We have been able to provide the finest returns thanks to our ability to understand businesses, careful planning, and a strong staff. Investors should be ready for times of underperformance relative to the larger market because the strategy is likewise concentrated on small and mid-cap securities.

Unique Sector Allocation Process

• Businesses that offer minimum individual 20% compounded earnings growth and minimum portfolio 25% compounded earnings growth
• Businesses that increase market share, which adds significantly to their profits growth
• Businesses that are robust and successful with ROE > 20% to internally finance this expansion
• Businesses that generate greater additional ROE than current ROE often lead to higher margins and value multiples
• Most effective participants in the sectors we support; leaders or anticipated to be leaders as a result of their superior positioning and strategy

By providing their customers with specialized information and guidance as well as support along their investment journey, SageOne seeks to fulfill the role of the ideal guardian for their clients.

The following advantages come with investing with SageOne:

• Top-notch investment instruction will be given to investors.
• The back-office report is accessible, providing investors with the most recent data.
• Email or SMS notifications of all transactions.
• Demonstrating adaptable investing strategies.
• With the vast expertise of SageOne, achieve the greatest outcomes.

The Strengths of SageOne – Flagship Growth 2 Fund

Timely Entry

Proven track record of identifying multi-baggers: Bajaj Finance, PI Industries, Maharashtra Scooters, Deepak Nitrite, APL Apollo Tubes, Godrej Properties, Aarti Industries, Amara Raja, La Opala, etc.

Successful Exits

Successful more often than not at timely exits: ‐ Bajaj Finance, PI Ind, La Opala, Kaveri Seeds, Page, SPARC, Amara Raja, Sundaram Finance, Cera, Repco, Exide, etc.

In-Depth Understanding

• Understanding emerging economic trends, businesses, and their competitiveness
• Strong network enabling robust ground checks
• Ability to identify companies that grow at a significantly higher rate than the industry
• The last seven year’s portfolio weighted average earnings growth of 30% (CAGR)

Investment Management Team & Process

• Team with collective 50+ years of experience and across several cycles
• Bottoms-up research supported by a scientific screening process for shortlisting the right sectors & stocks
• The extremely replicable process with proper back-end quantitative & qualitative research

Risk Management Framework

Prudent Stock Selection

• Financial and business analysis by using public databases on in-house models
• Internal Forensic model for culling out questionable business practices and management
• Portfolio construction targeting to minimize non-systematic risk

Sectoral And Stock Limits

• The maximum allocation of 25% to anyone/closely related sector/s; Sectors can be related by common end-users as well as common raw material exposures
• Maximum 20% exposure to any business group

Timely Rebalancing

• Prudent rebalancing strategy in place to strengthen winners and cull out losers
• Active calls on portfolio liquidity levels basis external risk factors such as:
  • Macroeconomic parameters
  • Market volatility
  • Valuations

Active Monitoring And Action

• Strong network across industries for channel checks across portfolio companies and competition
• Active entry/exit calls depending on changing business dynamics or valuations