SageOne Small/Micro Cap Portfolio

High earnings structural growth with attractive valuation

Key Attributes

Inception Date: April 2019

Number of Stocks: 15

Fund Manager Name: Mr. Samit Varthak (CIO)

Fund Manager Experience: 25 years (last 12 years as fund manager)

Fund Manager Qualification: MBA (USA), CFA (USA), and Bachelors of Engineering with Honours

Investment Objective

Outperform the benchmark indices by at least 5% (annualized) over an economic cycle.

Investment Philosophy

Look for niche business leaders who are expected to grow earnings > 20% (CAGR) over our 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.

Portfolio Strategy

High earnings structural growth with attractive valuation.


Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

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