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SageOne Investment Advisors - Fund Manager

Samit Vartak

Samit Vartak

Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP. Samit has been investing in the equities markets since 1999 and has experienced and studied many bull and bear cycles over the last two decades. He has worked closely with various company managements in the US and India advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews. Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.

Fund Name
Classification
Fund AUM (Cr.)
SageOne - Core Portfolio
Equity: Multi Cap
2975
SageOne - Smallcap Portfolio
Equity: Small Cap
1063.99
SageOne - Flagship Growth 2 Fund
Equity: Mid & Small Cap
910
No Data
Fund Name1M3M6M1Y3Y5YSince Inception
SageOne - Core Portfolio
11.42%
9.75%
35.03%
37.21%
27.05%
21.76%
19.33%
SageOne - Smallcap Portfolio
6.85%
7.83%
24.87%
22.66%
29.46%
N/A
29.69%
SageOne - Flagship Growth 2 Fund
10.36%
11.48%
36.88%
35.03%
N/A
N/A
13.89%
Fund Performance