SageOne Investment Managers Core Portfolio

Key Attributes

Mr. Samit Vartak

Inception Date: April 2009 (2009-2012 was prop)

Number of Stocks: 12-20

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 objective of Sage One Core PMS portfolio is to outperform the benchmark indices by at least 5% (annualized) over an economic cycle. Sage One Core PMS targets this objective by looking at high growth businesses with a long-term competitive advantage that have a clean and competent management, sustainable competitive advantage

Investment Philosophy

Sage One Core PMS looks for niche business leaders who are expected to grow earnings > 20% (CAGR) over the 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.

The primary focus of Sage One Core PMS is on superior businesses and would not buy a weak business irrespective of its price. Sage One Core PMS portfolio looks to invest in businesses that have a sustainable competitive advantage, i.e. ROCE and ROE of at least 20% that has been achieved without much leverage.

Sage One follows a “zero” tolerance policy, believes, “if we avoid the losers, the winners will take care of themselves.”

Portfolio Strategy

The investment strategy of Sage One Core PMS (SCP) is to identify sustainably high performing businesses and conduct continuous evaluation and monitoring to find businesses that have high earnings structural growth with attractive valuation. The Sage One Core PMS is a Mid & Small cap portfolio construction of 12 to 20 companies from 101 to 600th stock as per market cap. 

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
NSE Midcap 100 and NSE Small Cap 100-0.5%-4.3%-2.9%22.8%55.0%19.2%9.7%13.8%13.6%

QRC Report Card *


Portfolio Holdings

Holding %

Sector Allocation

Holding %

Market Cap Allocation

Allocations %
Large Cap 4.2
Mid Cap 68.2
Small Cap 21.7
Cash 5.9


#Returns as of 30 Apr 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 Mar 22.

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