SageOne PMS

AMC Background

SageOne was founded in 2012 by Samit Vatrak, an investment professional with prior experience in private equity and corporate advisory. The firm received its PMS license in 2017 and launched its first strategy, SageOne Diversified Portfolio, in January 2017. Since then, SageOne has expanded its offerings across small/micro-cap and large-cap PMS strategies, along with AIF products. The core objective of the AMC is to apply a private equity–style, long-term investment approach to listed equities, with a strong emphasis on business quality, growth durability, and capital allocation discipline rather than short-term market movements.

Key Strengths in Mid and Small-Cap Space SageOne is led by Samit Vatrak, whose background in private equity and corporate strategy materially influences the firm’s investment philosophy. Supported by a focused research team and a clearly articulated framework, SageOne has built credibility in the mid and small-cap space for investors seeking high-conviction, growth-oriented portfolios.

Investment Philosophy

SageOne’s investment philosophy is defined by the SAGE framework — Sustainable, Accountable, Growth-oriented, and Efficient. The aim is to invest in high-conviction growth businesses with durable competitive advantages, clean governance, and capable management, acquired at reasonable valuations. The focus remains firmly on business quality, and the firm avoids structurally weak businesses irrespective of how attractive valuations may appear.

Philosophy Built On

• Superior Growth: Minimum ~20% earnings CAGR at the individual company level and ~25% at the portfolio level.
• Market Share Gains: Incremental earnings growth driven by increasing share within the industry.
• Profitability: Strong businesses with ROE >20%, enabling internally funded growth.
• Capital Allocation: Incremental ROE higher than existing return ratios.
• Efficient Moats: Industry leaders or emerging leaders with superior positioning and execution.
• Reasonable Valuation: Valuation discipline applied only after business quality is established.

Ability to Identify Multi-Baggers SageOne has demonstrated an ability to identify long-term wealth creators, with historical investments including Bajaj Finance, PI Industries, Maharashtra Scooters, Deepak Nitrite, APL Apollo Tubes, Godrej Properties, Aarti Industries, Amara Raja, and La Opala.

Risk Management

• Prudent Stock Selection: Driven by deep business and financial analysis, supported by internal forensic filters to eliminate governance risks.
• Sector & Group Limits: Maximum 25% exposure to a sector and 20% exposure to any single business group.
• Active Rebalancing: Dynamic liquidity and exposure management based on macro risks, valuations, and market conditions.
• Continuous Monitoring: Ongoing channel checks and proactive entry/exit decisions driven by changes in business fundamentals.

Suitable For

Investors seeking exposure to high-quality growth businesses through a concentrated, private equity–style investment approach, with the ability to withstand interim volatility in pursuit of long-term compounding.