SageOne Flagship Growth 2 Fund Category III AIF – Scheme II


Key Portfolio Attributes

Mr. Samit Vartak

Fund Category: Category III AIF

Structure: Closed Ended Cat III Alternative Investment Fund

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

The investment objective of SageOne Flagship Growth 2 Fund Category III AIF – Scheme II is to build and maintain a portfolio in high conviction growth ideas available at prices at or below fair value

Investment Philosophy

The investment philosophy of SageOne Flagship Growth 2 Fund Category III AIF – Scheme II is as follows:

• Businesses that offer minimum 20% compounded earnings growth at individual level and 25% at the portfolio level
• Businesses that gain market share which contributes significant portion of their earnings growth
• Businesses that are strong and profitable with ROE > 20% to fund this growth internally
• Businesses with incremental ROE that is higher than existing ROE and which generally result in increasing margins and valuation multiples
• Most efficient players in industries we like; leaders or expected to be leaders due to their superior strategy and positioning



Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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