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Fund Snapshot

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About Fund Manager

Samit Vartak ( Founding Partner and Chief Investment Officer )

Samit Vartak is SageOne Investment Advisors LLP’s Founding Partner and Chief Investment Officer. Samit has been trading in the stock market since 1999 and has witnessed and researched several bull and bear cycles over the previous two decades. Samit’s priority is to create long-term wealth for his clients, even if it means preceding short-term profits. He believes in risk management by establishing a decently diversified portfolio of good quality firms with long-term competitive advantages in attractive and fast-growth industries, rather than attempting excessive diversity or buying sub-par businesses at cheap multiples.

 

Samit came back to India in 2006 after spending ten years in the United States, first in corporate strategy with Gap Inc. and PwC Consulting, and then in company valuation and M&A with Deloitte and Ernst & Young. This expertise provides the foundation for him to comprehend firms and their true worth better. Samit possesses a CFA license, an MBA from the Olin School of Business at Washington University in the United States, and a Bachelor of Engineering with Honors from the Sardar Patel College of Engineering (SPCE) at Mumbai University. Samit aggressively disseminates his knowledge through investor newsletters, CFA society/industry forums, and media interviews.

Investment Philosophy

Over an economic cycle, the goal of this focused portfolio is to beat benchmark indexes by at least 5% (annualised). This is accomplished by focusing on high-growth companies with a long-term competitive advantage and clean and professional management.

High Growth Businesses

We search for companies that increase their market share, representing a large amount of their profits growth. The company should have a long-term growth potential of more than 20% per year, and it should not require too much more share dilution (save for financial businesses) to accomplish such growth.

Clean and Competent Management

The most crucial factor in India is to avoid managements that are here to steal from investors, of whom there are many. Here, we have a “zero” tolerance policy and prefer to pass up a nice opportunity even if we have some reservations about the management’s honesty.

Sustainable Competitive Advantage

We search for companies with a long-term competitive advantage verified by market leadership in areas that are appealing in terms of long-term wealth development. Return on capital (ROCE) is an excellent measure of the management team’s competence and a company’s competitive edge. Typically, we want a sustainable ROCE and ROE of at least 20% accomplished without excessive indebtedness (debt).

Unique Feature

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Fund Overview

With dynamic markets and increasing client demand for a LargeCap centred strategy, SageOne has been assessing a LargeCap strategy for investors to generate sustained and superior risk-adjusted returns at the lowest possible cost. However, there is a limited opportunity to outperform benchmark indexes using an actively managed LargeCap strategy because this market is highly researched and has few inefficiencies.

They backtested numerous strategies over the previous 19 years using intensive research efforts that lasted over six months to find the best risk-adjusted returns approach across market cycles. By combining the results with decades of fundamental study, we were able to create a ‘Passively Managed LargeCap Portfolio Strategy of 16 Best Businesses,’ which achieves the goal of providing stable and superior risk-adjusted returns at the lowest possible cost.

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