SageOne Diversified Portfolio


Key Portfolio Attributes

Mr. Samit Vartak

Inception Date: Jan 2017

Number of Stocks: 22

Founding Partner, CIO, and Portfolio Manager: Mr. Samit Vartak

Portfolio Manager’s Experience: 25 years (last 12 years as fund manager)

Portfolio Manager’s Qualification: MBA (USA), CFA (USA), and Bachelors of Engineering with Honours

Investment Objective

Outperform the benchmark indices by at least 5% (annualized) over an economic cycle.

Investment Philosophy

Look for niche business leaders who are expected to grow earnings > 20% (CAGR) over our investment horizon of 3-5 years driven by industry growth and market share gain from competition and especially do significantly better than the competition during stressed environment.

Portfolio Strategy

High earnings structural growth with attractive valuation.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Feb 21.




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