SageOne Investment Advisors

In 2012, SageOne Investment Advisors was co-founded by Mr. Samit Vartak, with a motivation to share his skills of identifying great businesses with investors at large. We offer investment management services through Portfolio Management Services (PMS) and Category III Alternative Investment Fund (AIF) structures. Sage’ meaning Wise and Virtuous is the core principle of our organisation. We focus on leading businesses that have potential to grow earnings above 20%+ CAGR which is available at cheap or fair valuation. We look for businesses with long-term competitive advantage, in a stable industry, that has a huge and growing market for its products/services. If a business is inferior, then the price of the stock does not matter and it would not interest us. Our ability to understand businesses, thorough ground work and a talented team to do it is what has enabled us to deliver the best returns.

Fund Managers

Mr Samit Vartak

Fund Manager

Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP. Samit has been investing in the equities markets since 1999 and has experienced and studied many bull and bear cycles over the last two decades. He has worked closely with various company managements in the US and India advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews.

Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.



Strategy

SageOne - Core Portfolio - SMALL & MID CAP

High-growth, Sustainable businesses with strong competent management

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SageOne - Diversified Portfolio - SMALL & MID CAP

High-growth, Sustainable businesses with strong competent management

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SageOne - Small & Micro Cap Portfolio - SMALL CAP

High-growth, Sustainable businesses with strong competent management; Market cap focus of INR 500-5000 cr

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