SageOne Investment Managers is a registered investment management professional based out of Pune and Mumbai. At SageOne, our role and responsibilities is to invest and grow the wealth of our investors through appropriate equity investment strategy. We are SEBI registered PMS/AIF platform with AuM of ~INR 6,000 crs.

9 years experience in equity research on the sell-side and buy-side. Enjoys identifying mega trends, focusing on softer qualitative aspects and behavioral finance Preference has always been towards identifying larger mid-caps which can be future large caps CFA Charterholder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University

Kshitij Kaji

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.

Samit Vartak

18 years of rich experience & expertise in financial markets across sell side and buy side research - Deep understanding of BFSI, Consumer sectors and built a strong network of channel checks Managed money for a large family office during his proprietary stint CFA Charterholder, MBA (Symbiosis) and a commerce graduate from St Xaviers College, Kolkata

Satish Kothari

Fewer names, deeper research.

SageOne Core Portfolio is SageOne Investment Managers' PMS strategy covering the mid and small cap universe through bottom up fundamental research. It identifies companies where earnings growth is supported by improving market share, capital efficiency, cash flow generation and balance sheet strength.

Screens specifically for how well a business deploys new capital as it grows, not just its historical efficiency, separating businesses still compounding well from ones coasting on past performance.

Capital efficiency on the next rupee, not just the last one

An internal screen for questionable accounting is applied before a business's growth or valuation case is even considered, and sector limits treat industries as related, capping them together, if they share common end users or raw material exposure, not just a standard label.

Ruled out before the growth story gets a hearing

Looks specifically for earnings growth backed by improving market share and capital efficiency, rather than growth driven by leverage or one off gains.

Growth tied to market share, not just earnings

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Selective by design, not by accident.

SageOne Small Cap Portfolio is SageOne Investment Managers' PMS strategy centred on companies meeting specific thresholds like strong compounded earnings growth, high return on capital and equity, market share gains, high operating cash flow relative to earnings, and low leverage.

Branded specifically around finding hidden gems, small cap businesses not yet widely tracked or owned, rather than the more visible names that already dominate small cap indices.

Built to find businesses before they're discovered

Favours businesses with strong return ratios and low debt over ones simply riding small cap momentum, a deliberate quality first stance in a segment where momentum driven names are common.

Quality over momentum, in a segment known for both

Excess returns are expected to come from businesses that combine sustained earnings growth with valuations still below intrinsic value, not from paying up for a growth story.

Bought below intrinsic value, not growth at any price

sageone-smallcap-portfolio

Compounders with a tactical edge.

SageOne Large and MidCap Portfolio is SageOne Investment Managers' PMS strategy that finds great Indian businesses and backs them heavily, preferring a few high conviction ideas over spreading thin across many. Stocks are sourced from the top 200 companies by market capitalisation and evaluated on size of opportunity, market share gains, management quality and earnings growth.

Runs a roughly 70% Compounders sleeve, high quality businesses targeted to double earnings in about 4.5 years and bought near fair value, alongside a 30% Tactical Ideas sleeve for businesses in transition, with strong tactical ideas able to graduate into compounders.

A defined split between two sleeves

Positioned for a market where domestic consumption and credit currently offer stronger earnings visibility, letting Compounders and Tactical Ideas capture both steady growth and shorter term re-rating rather than one single style.

Built for a domestic demand driven market

Every company is scored across opportunity size, market share gains, management quality and capital efficiency, and earnings aggression, with the "sweet spot" at their intersection driving portfolio weighting, not a single composite number.

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