Samit Vartak
Founding Partner and CIO, SageOne Investment Managers
Samit Vartak, Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP
Samit has worked closely with various companies 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.
PMS Product Performance
| Company Name / Product Name |
Date of inception | AUM | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|
| SageOne Investment Core Portfolio | 01 Apr 2009 | 4390 | 3.73% | 34.97% | 28.02% | 32.04% | 18.38% | 26.94% |
| SageOne Investment Large & Midcap Portfolio (SLMP) | 01 Apr 2022 | 183 | 12.20% | 29.10% | - | - | - | 30.80% |
| SageOne Investment Small Cap Portfolio (SSP) | 01 Apr 2019 | 1180 | 5.00% | 19.05% | 20.37% | 31.74% | - | 25.33% |
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