Fund Snapshot
| Year of Inception | 2009 |
| Number of Stocks | 15 |
| Investment Horizon | Medium Term |
| Fund Managers | CFA Samit Vartak |
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).
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Samit Vartak
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.
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The portfolio focuses on niche business leaders with strong earnings growth potential. It looks for companies expected to deliver more than 20% CAGR earnings growth over a 3–5 year period through industry expansion and market share gains.
The portfolio maintains a focused allocation with around 15 carefully selected stocks, allowing high-conviction investments backed by detailed research.
The portfolio is managed by Samit Vartak.
The strategy is designed for medium-term investors with an ideal investment horizon of approximately 3–5 years.
The strategy emphasizes downside resilience alongside growth. It aims to outperform benchmark indices across economic cycles while focusing on businesses that can remain strong even during periods of market stress.