-
After 10 years in the US, Samit Vartak moved to India to pursue his interest in Indian equity markets
Managed proprietary funds, investments for friends & family; got traction from his multi-bagger picks
-
SageOne Inception
Set-up to initiate investment management full time; Started with SageOne Core Portfolio (SCP)
-
Advisory license taken
Received license of an Investment Advisor (IA)
-
Off-shore Partnership
Associated with Lighthouse Canton, Singapore in 2014 to as sub-advisors to SageOne India Growth Fund
-
PMS license taken
Launched SageOne Diversified Portfolio (SDP) in Jan
-
Restricted Fund-raise
Restricted new fund inflows due to significant valuation discomfort
-
New Strategy Launch
Launched SageOne Small/Micro Cap Portfolio (SSP) in April
Launched SageOne Flagship Growth 1 Fund in Aug, a 4-year close-ended Cat III AIF
-
Reopened Fund Raise
Re-opened fund raise across strategies in Dec to capture high quality growth at reasonable valuations
-
Large cap Passive Strategy Launch
Launched SageOne LargeCap Portfolio (SLP) in May
-
Cat-III AIF Scheme 2 Launch
Launched SageOne Flagship Growth 2 Fund in Aug, a 4-year close-ended Cat III AIF
