SageOne Flagship Growth 1 AIF
SageOne PMS | Equity | | AIFIME's View on SageOne Flagship Growth 1 AIF
Strategy
Concentrated mid-to-micro strategy
Investment Fund
We are recommending this fund on the back of Samit Vartak's pedigree in small & mid-cap investing, and the demonstrated track record of their PMS strategies.
Fund's Strategy View
Sageone Flagship Growth AIF is a mix of their "Core (66%)" and "Small & Microcap strategies (34%)", that invest in high-quality high-growth businesses in the mid, small & micro-cap space. The market-cap focus is between 500 - 40,000 cr.
Fund Performance
A lack of 5 yr trailing performance data from our identified reliable data sources, prevents us from having a clear performance rating on the fund.
IME's View on SageOne PMS
View on AMC
SageOne focuses on investing in fast-growing, high-quality businesses for the long term. CIO Samit Vartak has developed his investment credentials at SageOne and has almost a decade of experience, making him a seasoned investor. With a strong research team and investment philosophy, SageOne PMS is a good option for investors looking for mid and small-cap exposure.
AMC's Pedigree
The pedigree of an FM-founded PMS, such as SageOne, is driven by the FM and their team. SageOne is led by Samit Vartak, who has a decade of experience in private equity and corporate strategy.
AMC Team
Samit Vartak has a solid investment background and is backed by a research analyst team with adequate experience. However, there has been senior-level turnover at SageOne, with co-founders Manish and Kuntal leaving in 2016.
Investment Philosophy
Investment philosophy focuses on building high-conviction portfolios of high-quality businesses with strong fundamentals and sustainable competitive advantages. They seek companies demonstrating superior growth (often targeting 20%+ compounded earnings growth) led by clean and competent management.
Investment Strategy
SageOne Flagship Growth AIF aims to build and maintain a portfolio of high-conviction growth ideas, focusing on high-quality businesses with sustainable competitive advantages and competent management teams
Investment Philosophy
- High Earnings Growth: Targets businesses expected to achieve at least 20% compounded earnings growth individually and 25% at the portfolio level over a 3-5 year investment horizon.
- Market Share Expansion: Focuses on companies gaining market share, contributing significantly to their earnings growth.
- Strong Profitability: Invests in businesses with a Return on Equity (ROE) exceeding 20%, enabling them to fund growth internally.
- Efficient Capital Allocation: Prefers companies with higher incremental ROE compared to existing ROE, often leading to increasing margins and valuation multiples
- Bottom-Up Research: Conducts thorough fundamental analysis to identify companies with long-term structural growth, high profitability, and quality management.
- Scientific Screening: Utilizes a scientific screening process to filter the right stocks and sectors, focusing on quantitative and qualitative research.
- Disciplined Risk Management: Emphasizes downside volatility management, holistic checks on macro and micro factors affecting business operations, and detailed analysis of company fundamentals.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| SageOne Flagship Growth 1 AIF | ||||
| S&P BSE 500 | ||||
| Alpha over Broad Mkt BM | ||||
| Nifty Midcap 150 | ||||
| Alpha over Category BM |
Performance as of: 30-Sep-25 | Inception Date: 01-Aug-19 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
Samit Vartak | 4-star rated FM
Founder & CIO | 27 yrs Experience | 14 yrs at current firm
Past Experience: Axis PE (VP), Ernst & Young (Associate Director)
Samit is the Founding Partner & CIO of SageOne. He has experience in Private Equity (at Axis PE Fund) and Corporate Strategy, Investment Banking and Business Valuations in the US (at E&Y and Deloitte).
