Investment Philosophy

We follow a disciplined, research-driven approach to identify high-growth businesses with strong fundamentals.

Our Selection Blueprint

The Key Factors driving Our Investment Choices

Sustainable Compounded Earnings Growth

Gains in Market Share

Healthy ROCE & ROE

High Cash Flow from Operations

Better ROCE on Incremental Capex

Sustainable Margins

Low Leverage

Favorable ESG Incorporation

Our Investment Process

A research-driven approach to identifying high-quality businesses through analysis, validation, and financial modeling.

Bottom-up Analysis

In-depth business understanding based on company disclosures and multiple third-party databases

Company Visits

Firsthand evaluation of leadership and operational claims through on-site visits.

Channel Checks

Validations through market intelligence gathered from suppliers, customers, competitors, and industry experts.

Financial Modeling

Build multi-scenario projections to determine intrinsic value, stress-test assumptions, and define clear risk-return parameters.

Out of 100+ Stocks invested in since Inception

Stocks generated a CAGR of >25%

Stocks generated CAGR between 0-25%

What Sets Us Apart

Robust & Replicable Investment Process

Primary Bottoms-up Research aided by Company Visits, Channel Checks & Detailed Financial Modelling

Experienced Research & Investment Team

Cumulative 100+ years of Experience across various Market Cycles

Proven Track Record

Our strategies consistently outperform the market, with our flagship SCP recognized as the Best Long-Term Wealth Creator for 10-year risk-adjusted returns.

Disciplined Risk Management

Conducts thorough Macro & Micro Factor Checks with Defined Thresholds for Individual Stocks and Sectors

Risk Management Framework

We minimize risks through research-driven stock selection, sector limits, timely rebalancing, and active monitoring.

Prudent Stock Selection

Detailed Financial & Business Analysis using In-House Models
Internal Forensic Model for Culling out Questionable Business Practices & Management
Portfolio Construction targeting to Minimize NonSystematic Risk

Sectoral & Stock Limit

Maximum Allocation of 25% to any one/closely Related Sector/s;
Sectors can be related by Common End-Users or Common Raw Material Exposures
Maximum 20% Exposure to any Business Group

Timely Rebalancing

Prudent Rebalancing Strategy to Strengthen Winners & Cull out Losers
Active Calls on Liquidity Levels Basis External Risk Factors such as:

→ Macroeconomic Parameters

→ Market Volatility

→ Valuations

Active Monitoring & Action

Strong Network for Channel Checks across Portfolio Companies & Competition
Active Entry/Exit Calls depending on Changing Business Dynamics or Valuations

To learn more about our approach and investment philosophy, explore our Investor Memos and Knowledge series, where SageOne’s CIO and Investment Team share insights on our approach's core aspects.

Explore Our Knowledge Centre

Have Question?

Find answers to common questions about our investment approach, strategies, and processes. Explore our FAQs to gain clarity and make informed decisions.

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