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

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.