SageOne Flagship Growth OE Fund

The fund seeks to generate superior long-term capital appreciation by investing in a curated portfolio of 15–25 high-conviction growth companies. These companies are selected based on their potential for sustainable earnings growth, high ROCE/ROE, and market leadership.

SageOne’s philosophy is centered around building a portfolio of high-growth businesses acquired at valuations below intrinsic value. The focus is on:

• Sustainable compounded earnings growth
• Better ROCE on incremental capex
• High free cash flows & low leverage
• ESG integration and strong market positioning

SageOne employs a multi-layered risk control mechanism to safeguard investor capital:

• Prudent Stock Selection using in-house financial and forensic models
• Sectoral Allocation Cap: Max 25% in related sectors and 20% per business group
• Timely Rebalancing based on market conditions, valuations, and macro trends
• Active Monitoring through channel checks and valuation triggers

This ensures minimization of non-systematic risk while staying agile in dynamic market conditions.