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 be the right discount rate?

Samit on bottoms up investing opportunities which fit SageOne’s investing style, backed by superior fundamentals and valuation comfort of businesses.

Samit’s perspective on Indian markets, supported by his emperical analysis on sectoral valuations and fundamentals.

Samit’s perspective on Indian micro and macro markets in the backdrop of evolving global macro and economic developments.

Samit Vartak illuminates the investing strategies & landscape along with his perspective on Indian mid & small cap space going forward.

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 through the lens of ‘valuations’ and ‘quality of earnings’.

Samit Vartak shares his perspective on How timing the market’s up and downcycles can help smallcap investors cut losses sharply.

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 invest in.

Our CEO, Sharad Pachisiya shares his perspective on Indian markets performance in the last 1 year and deciphers SageOne’s disciplined approach to investing.

A fresh perspective on markets in general and sectors/stocks in particular.

A candid conversation on his life journey and what is takes to make your investments a super wealth creation journey.

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.

Our founder & CIO, Samit Vartak shares his perspective and insights on does valuation metrics have predictive power for market ups and downs?

Our founder & CIO, Samit Vartak shares his perspective and insights on equities as an asset class from his multi decadal experience in equity investments.

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 & misses over the last 10 years of investment management.

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.

Watch our CIO, Samit Vartak sharing his assessment on bottoms up equity investment opportunities amidst the ongoing geo political tensions and global macro headwinds.

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 and present examples of such superior wealth creation ideas identified by SageOne.

Watch Samit discuss about being at the bottom of economic cycle and how to approach investing at the seemingly elevated current market level.

Watch our CIO, Samit Vartak on Alpha Moguls Series : Samit on investing landscape and sustainable alpha generation.

Watch our CIO, Samit Vartak on success vs happiness, Vedanta philosophy, his stock research process, and the art of managing other people’s money.

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.

Watch our CIO, Samit Vartak candidly talking about all that goes behind picking multi-baggers.

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.

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 as an Alternative Investment Professional in India by Association of International Wealth Management of India (AIWMI).

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) Rank # 3 in mid & small cap category on 3 year risk adjusted returns

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 SageOne’s bottoms up stock selection approach

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.

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? – Watch Samit address all these questions and more in his conversation with CNBCTV18.

Watch Samit discuss his investment philosophy, financial statement cues to look out for, sectors/trends he likes and exit strategy.

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.

Watch Samit Vartak discuss his key learnings this year, his portfolio strategies and promising themes for the medium term.

“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.

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.

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. Watch Samit discuss about all of this and more from his May, 2020 Investor Memo.

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.

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 Samir Vartak.

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.

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 in several sectors have been decimated after GST.

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 pace of 20%

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 SageOne Investment Advisors LLP. So investors, he said, try to hide in large caps that have done well rather than buying companies in the broader market where there is earnings visibility.

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

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 filters he applies when selecting a stock to invest in.

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 decode the midcap churn in this episode of Market Makers.

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.

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.

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 all types of conditions and pitches.

Samit Vartak of SageOne Investment Advisors explains why valuations alone should not be a parameter to choose stocks on Alpha Moguls.

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 Nikunj Dalmia.

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 is responsible for ensuring SageOne’s adherence to its core investment philosophy and discipline of risk management.

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 India-focused hedge funds, spoke to Bloomberg’s Suzy Waite on March 1.