Media Coverage
NDTV Profit Podcast Series
Samit Vartak on market drawdowns, approach investors could imbibe in realiging their portfolio and how to identify superior investing opportunities.
ET Now : Samit Vartak on navigating drawdowns and focus on long-term opportunities
ET Now : Samit Vartak on how to navigate through market drawdowns and focus on identifying long-term term opportunities.
ET Now : SLMP Fund Manager Satish Kothari’s perspective on markets and portfolio construct
ET Now : Our SLMP Fund Manager Satish Kothari’s perspective on markets and portfolio construct.
AIF & PMS Experts: How to value growth and grow value of your investments
Our Founder and CIO, Samit Vartak’s thoughts on 1. ) What is the right way to value growth? ; 2.) Should high ROE businesses get higher valuation?; 3.) What should…
ET Now : Dissecting Indian Markets into segments of investing opportunities and caution
Samit on bottoms up investing opportunities which fit SageOne’s investing style, backed by superior fundamentals and valuation comfort of businesses.
NDTV Profit : How Indian markets are placed from valuations and fundamentals standpoint
Samit’s perspective on Indian markets, supported by his emperical analysis on sectoral valuations and fundamentals.
Dalal Street Investment Journal: Neha Agarwal’s interesting take on ‘Factor Investing’
Dalal Street Investment Journal : Satish Kothari on concept of capital efficiency & capital intensity
NDTV Profit : Perspective on Indian market’s resilience amidst global headwinds
Samit’s perspective on Indian micro and macro markets in the backdrop of evolving global macro and economic developments.
Dalal Street Investment Journal : Neha Agarwal’s take on the concept of Operating Leverage
From valuation to growth : Unearthing the investment playbook
Samit Vartak illuminates the investing strategies & landscape along with his perspective on Indian mid & small cap space going forward.
Looking at Mid & Small Caps through the lens of valuations and earnings quality
Samit Vartak deciphers the nuances of mid & small cap investing and how we at SageOne with over a decadal investing experience, strive to identify the winners in this space…
ET Prime: How timing the markets can aid cut losses
Samit Vartak shares his perspective on How timing the market’s up and downcycles can help smallcap investors cut losses sharply.
BQ Prime : Indian markets from valuation & opportunities standpoint
Samit Vartak shares his perspective on Indian market valuations, recently favoured sectors and what according to him are the long term structural themes/ sectors to evaluate and find businesses to…
ET Markets : Indian markets performance in the last 1 year and SageOne’s investing approach
Our CEO, Sharad Pachisiya shares his perspective on Indian markets performance in the last 1 year and deciphers SageOne’s disciplined approach to investing.
Samit Vartak on new series of Alpha Moguls
A fresh perspective on markets in general and sectors/stocks in particular.
Equitymaster : Samit Vartak on his life and investing journey
A candid conversation on his life journey and what is takes to make your investments a super wealth creation journey.
ET Now Swadesh : India valuations & fundamentals vs global markets
ET Now Swadesh: Watch our CEO, Sharad Pachisiya, talk about India valuations and fundamentals vs global markets; and how financial performance should be deciphered beyond margins towards volume growth.
Money Purse YouTube Channel – Nuances of listed equities as an asset class
Our founder & CIO, Samit Vartak shares his perspective and insights on equities as an asset class from his multi decadal experience in equity investments.
Samit Vartak on ET Prime: Does valuation metrics have predictive power for market ups and downs?
Our founder & CIO, Samit Vartak shares his perspective and insights on does valuation metrics have predictive power for market ups and downs?
Morningstar : Perspective on evolving Indian macros and bottoms up stock picking success formula
Our Founder & CIO, Samit Vartak summarises his perspective on Indian macros, key business traits to look for in the Indian mid & small cap space and SageOne’s hits &…
ET Now Swadesh : Perspective on market risks, sectoral themes and investor behaviour
Our CEO, Sharad Pachisiya shares his assessment on current risks in the market, SageOne’s disciplined stock selection approach and how clients are responding in the current market environment.
ET Now : Importance of bottoms up analysis for stock picking amidst market drawdowns
Watch our CIO, Samit Vartak sharing his assessment on bottoms up equity investment opportunities amidst the ongoing geo political tensions and global macro headwinds.
PMS AIF World: Samit’s conversation on picking multi-baggers
Watch Samit share his perspective on what level of preparedness one needs to go through in order to identify and hold on to multibagger ideas. He also shares some past…
Market Guru – Samit discusses his approach to midcap investing in the seemingly elevated market levels
Watch Samit discuss about being at the bottom of economic cycle and how to approach investing at the seemingly elevated current market level.
Alpha Moguls Series : Samit on investing landscape and sustainable alpha generation
Watch our CIO, Samit Vartak on Alpha Moguls Series : Samit on investing landscape and sustainable alpha generation.
The One Percent Show – Samit Vartak on Investing and Life Beyond Investing
Watch our CIO, Samit Vartak on success vs happiness, Vedanta philosophy, his stock research process, and the art of managing other people’s money.
ET Now: Strong cash flows and balance sheet lead current market growth
Watch our CIO, Samit Vartak, decipher how strong cash flows, deleveraged balance sheets and high growth avenues make current times conducive for long term investments.
How to pick multibaggers : Samit Vartak to PMS AIF World
Watch our CIO, Samit Vartak candidly talking about all that goes behind picking multi-baggers.
ET Now: Sharad talks about sailing amidst market volatility and SageOne’s investment strategy
Watch our CEO, Sharad Pachisiya discuss volatility being part and parcel of markets, and SageOne portfolio businesses where we have strong earnings growth expectations going forward.
ET Now: Samit talks about his portfolio strategy amidst Covid 2nd wave
Watch Samit discuss the impact of Covid 2nd wave on equities, where he finds value amidst market volatility, and his strategy towards building a well-diversified portfolio.
Our CEO, Sharad Pachisiya has been felicitated with “Top Under 40” 2021 Award
Our CEO, Sharad Pachisiya has been felicitated with “Top Under 40” 2021 Award as an Alternative Investment Professional in India by Association of International Wealth Management of India (AIWMI).
Performance Insight by PMS AIF World : India’s Smart Money Manager Awards 2021
Awards won by SageOne Portfolios: – SageOne Small & Micro Cap (SSP) Rank # 1 across all PMSs and categories on 1 year absolute returns – SageOne Core Portfolio (SCP)…
ET Now: Samit talking about earning growth as core of our investment philosophy
Watch our CIO Samit Vartak talk about: – The current dynamics and future potential of Indian equity markets – Why superior earnings growth has always been the key metric in…
Money Control: Our CEO, Sharad Pachisiya of SageOne explains how SageOne smallcap PMS turned into a wealth creator
At SageOne, we always strive to build and maintain a portfolio of superior businesses with high earnings growth (20%+ CAGR) available at a cheap or fair valuation.
CNBC Investment Guide: Discussing market cycles and valuations with Samit
Is the market overvalued? Should one remain greddy or is it time to get fearful? Is the stock price growth supported by fundamentals? Is there room for further rally? –…
Edelweiss Emerging Ideas conference: Inside the Minds of Stock Pickers
Watch Samit discuss his investment philosophy, financial statement cues to look out for, sectors/trends he likes and exit strategy.
Economic Times: Samit’s take on wealth creation amidst uncertainty
Watch Samit discuss his thoughts on wealth creation in the background of Covid-19, US elections, conflicts with China, and market volatility, all together in 2020.
Diwali | Samvat 2020: Samit’s portfolio themes and thoughts on what not to do
Watch Samit Vartak discuss his key learnings this year, his portfolio strategies and promising themes for the medium term.
MoneyControl: In conversation with our CEO, Sharad Pachisiya
“COVID helped us sharpen investing framework and made us agile”. Watch Sharad talk about SageOne philosophy, his key investment mantras, market views and his corporate journey so far.
Alpha Moguls: Why Samit thinks ‘Alpha’ can be made post Covid-19
Why regulatory changes and market behaviour post Covid-19 outbreak has reaffirmed Samit Vartak’s belief that ‘Alpha’ can be made in the broader markets.
Performance Insight : Top performing fund of the last decade by PMS AIF World
Market Observations and SageOne LargeCap Portfolio | with BloombergQuint
Decline in credit growth is pulling back overall economic growth. SageOne has launched its passive LargeCap Portfolio proven to generate superior alpha to benchmark at a cost comparable to MFs.…
Investing in COVID Times | Samit Vartak To ET NOW
As we transition through a major pandemic, new winners will emerge. Watch Samit talk about the next big theme and importance of credit growth revival.
Good time to reallocate and rebalance | Samit Vartak To BloombergQuint
The biggest plunge for Indian equities in March, 2020 since the 2008 crisis is an excellent time to buy good quality companies trading at low valuations and exit laggards, says…
Innovative Alternative Investment Strategies | at AIWMI Conference, 2020
Our CIO, Samit Vartak talks about the opportunities and limitations of various alternate investment strategies, in a panel discussion at the 7th Indian Alternative Investments Summit, 2020 organised by AIWMI.
Can Bulls Maintain The Momentum? | Samit Vartak To ET NOW
Is the D-street dream run sustainable? Samit Vartak of SageOne Investment Advisors says that this is one of the biggest fundamental change for India. He also says that the competition…
CIO’s interview with CNBC-TV18
SageOne Investment Adivisors says remain positive on chemical space going forward; APL Apollo has pricing power, RoC & RoCE has now improved & APL Apollo continues to grow at the…
Alpha Moguls: Why Samit Vartak Thinks It’s A Good Time To Buy Quality Mid Caps
The fear of losing money has a greater impact on investor minds than any gain. Most investment decisions are about avoiding the pain of losses, according to Samit Vartak of…
Midcap master Samit Vartak of SageOne Investment speaks to ET Now
It is better to bet on specialty chemical niche companies, says SageOne Investment’s Partner and Chief Investment Officer Samit Vartak. Watch the video to know more.
CIO’s latest interview, second episode of ‘Coffee Can Investing’ by Saurabh Mukherjea
In the second episode of Coffee Can Investing, Samit Vartak, founder and chief investment officer of SageOne Investment Advisors tells Saurabh Mukherjea about his life’s journey so far and the…
CIO’s interview with Market Makers
Market Makers: Decoding Midcap Churn With Samit Vartak Meet the man who foresaw the midcap crash! Catch Nikunj Dalmia in a conversation with Samit Vartak of SageOne Investment as they…
4 Sectors This Investment Sage is Meditating upon
Samit Vartak founded SageOne sheer out love for equity investments in 2012. The Pune-based portfolio management services cater to Ultra HNIs both domestic investors and offshore.
Niraj Shah explains current stock valuations and cites SageOne’s Q1 memo as the source of his market analysis
BloombergQuint’s Niraj Shah analyses the valuation and return differences of the small-sized universe in 2017 versus 2007, using data from the investor memo of SageOne Investment Advisors LLP Samit Vartak.
CIO’s interview with Outlook Business
I think building a strong equities portfolio is like building a winning cricket team. You want to create a team with a diverse set of players who will win in…
Alpha Moguls With SageOne’s Samit Vartak
Samit Vartak of SageOne Investment Advisors explains why valuations alone should not be a parameter to choose stocks on Alpha Moguls.
Samit Vartak In An Exclusive Interview With ET NOW
Samit Vartak of SageOne Investments talks about the art of value investing and how he sees Indian equity markets being full of of bottoms-up opportunities in an exclusive interview with…
CIO’s interview with Safal Niveshak
I recently interviewed Samit Vartak of SageOne Investment Advisors for my premium newsletter, Value Investing Almanack. Samit is one of the founding partners and Chief Investment Officer at SageOne, and…
CIO’s interview with Bloomberg Brief | Economics Asia
India’s new budget creates opportunities in the financial and agriculture sectors, says Samit Vartak, chief investment officer at Mumbai-based SageOne Investment Advisors. Vartak, whose firm advises Singapore-based Lighthouse Canton’s two…