Topic : SageOne Large and Midcap Portfolio (SLMP).
Speakers : Mr. Satish Kothari, CFA-Sageone Investment Manager.
Mr. Kshitij Kaji, CFA-Sageone Investment Manager.
Host :- Mr. Devanshu Bindlish, Vice President & Investment Counsellor - ATLPORT
In this discussion, we cover:
🔹 What is the SageOne Large & Midcap Portfolio (SLMP)?
🔹 SageOne's investment philosophy and approach
🔹 Large-cap vs. mid-cap allocation
🔹 How stocks are identified and selected
🔹 Portfolio construction and diversification
🔹 Risk management strategies
🔹 Key themes and opportunities in the Indian equity market
🔹 The role of fundamental research in long-term wealth creation
🔹 What investors should understand before considering a Large & Midcap portfolio
Whether you are an investor, wealth manager, financial advisor, or someone interested in PMS and alternative investment strategies, this conversation provides valuable insights into