SageOne Core Portfolio

About Company

sageone investment has been founded in the year 2012 and their cofounder is Mr. Samit Vartak, they offer investment management services through PMS and AIF. In today's world, long, perilous groundwork is a very inefficient investment area, and it will continue to be so for the foreseeable future. From absolute growth to relative positioning, from immediate triggers to long-term moats, from top management to mid and ground-level employees, and from end-users to distribution channels and supply drivers, we aim to dive multi-level deeper in every facet of investment decision. When it comes to assessing the company's long-term potential, this gives us an advantage over the competitors.

Fund Snapshot

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

Invest Now

Choose Your Interest -

By submitting the form you authorize AIF & PMS Experts India to call or email you.

About Fund Manager

Samit Vartak ( Founder and chief investment )

Samit Vartak is the founder and chief investment officer of The SageOne Investment Managers LLP. He completed his Master’s of Business Administration (MBA) from Olin Business School of Washington University in St. Louis. Samit Vartak has work experience of more than two decades. After his MBA; he joined PricewaterhouseCoopers as Management Consultant. He has been a manager both at Gap Inc. and Deloitte Financial Advisory Services.

The new CIO of SageOne Investment Managers was the associate director at Ernst & Young Pvt. Ltd. He was the Vice president at Axis Holdings Pvt Ltd before founding his own company. SageOne Investment Managers LLP invests in high-quality companies and maintains a below-average risk level, which compounds for an above-average rate.

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).

Unique Feature

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

Invest now

Fund Overview

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

TAKE THE RISK PROFILER NOW