From the research desk
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.
Capital efficiency on the next rupee, not just the last one
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.
Ruled out before the growth story gets a hearing
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.
Growth tied to market share, not just earnings
Looks specifically for earnings growth backed by improving market share and capital efficiency, rather than growth driven by leverage or one off gains.