SageOne Investment Advisors LLP manages assets worth Rs 5247.48 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 1 Small Cap schemes.
PORTFOLIO MANAGERS
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.
18 years of rich experience & expertise in financial markets across sell side and buy side research - Deep understanding of BFSI, Consumer sectors and built a strong network of channel checks Managed money for a large family office during his proprietary stint CFA Charter holder, MBA (Symbiosis) and a commerce graduate from St Xavier's College, Kolkata
9 years experience in equity research on the sell-side and buy-side Enjoys identifying mega trends, focusing on softer qualitative aspects and behavioral finance Preference has always been towards identifying larger mid-caps which can be future large caps CFA Charter holder, Accountant Technician from ICAI and Masters of Commerce in Management from Mumbai University.
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