SageOne Flagship Growth 2 Fund Category III AIF – Scheme II

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

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