From the research desk
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.
Built to find businesses before they're discovered
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.
Quality over momentum, in a segment known for both
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.
Bought below intrinsic value, not growth at any price
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.