Once upon a time in the bustling financial heart of India, a visionary named Samit Vartak noticed a gap in the world of investing. He saw that while many investors chased quick gains, few focused on finding truly exceptional businesses-companies that could grow steadily, deliver value, and stand the test of time. With a passion for uncovering such gems, Samit co-founded SageOne Investment Managers in 2012. Samit and his team believed that investing was more than just numbers- it was about identifying Sustainable, Accountable, Growth, and Efficient (SAGE) businesses. They set out to build investment portfolios that would not only grow wealth but do so with integrity and discipline. Their guiding light was simple: invest in companies with strong fundamentals, ethical management, and the potential for long-term growth.
As SageOne’s reputation grew, so did their ambitions. They launched their first Alternative Investment Fund (AIF), a special kind of investment vehicle designed for sophisticated investors who wanted more than what traditional mutual funds could offer. These AIFs, regulated by SEBI, allowed SageOne to use advanced strategies-investing in both listed and unlisted companies, even using leverage to amplify returns (and risks).
SageOne’s first AIF, Flagship Growth 1 Fund, made its debut in August 2019. It was a carefully crafted blend of core investments and high-potential small and microcap companies. The idea was to balance stability with the excitement of discovering the next big thing. The fund quickly attracted attention, growing to manage over ₹1,400 crores. Building on this success, SageOne launched Flagship Growth 2 Fund in August 2021. This fund focused on high-conviction growth ideas-companies that could deliver at least 20% compounded earnings growth, with the entire portfolio aiming for 25% over three to five years. The team’s rigorous research, from deep-dive analysis to on-the-ground checks, ensured only the best made it into the portfolio.
What set SageOne apart wasn’t just their knack for picking winners. It was their unwavering discipline:
– Quality First: Only companies with strong profitability, high return on equity, and clean management made the cut.
– Growth Mindset: Every investment was expected to deliver sustainable earnings growth.
– Risk Management: Protecting investors’ capital was as important as growing it, so the team paid close attention to downside risks.
– Transparency: SageOne charged no upfront fees, absorbed most operating costs, and reported performance with clarity.
Over the years, SageOne’s funds delivered impressive returns. For example, the Flagship Growth 2 Fund returned over 32% in two years, outpacing many rivals. Investors appreciated the firm’s honesty, discipline, and ability to spot multibagger stocks-those rare companies that multiply in value. Behind the scenes was a dedicated team led by Samit Vartak, supported by experienced professionals like Yash Sanghani and Anand Sabale. Together, they combined decades of experience, deep industry networks, and a shared commitment to doing right by their investors.
SageOne’s story is one of vision, discipline, and trust. They invite investors who share their long-term outlook and belief in quality growth to join them on a journey-not just to build wealth, but to do so wisely and responsibly. And so, SageOne continues to write its story, one investment at a time, helping investors grow their wealth while staying true to the values that started it all. In the world of investing, patience, discipline, and a focus on quality can create lasting wealth. SageOne’s journey is proof that with the right philosophy and a dedicated team, it’s possible to find-and nurture-the businesses of tomorrow.
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