Our team is a fine blend of youth and experience and is made up of professionals who have worked across various areas of private and public markets. They bring complimentary skills and capabilities to the table and have a shared passion for identifying superior & quality businesses which we believe is the catchment area for high return opportunities in an emerging market like India.
SAMIT VARTAK, CFA
Founder and Chief Investment Officer (CIO)
Samit Vartak is the Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP. Samit has been investing in the equities markets since 1999 and has experienced and studied many bull and bear cycles over the last two decades. He has worked closely with various company managements in the US and India advising them on business strategy, profit optimization, growth and valuation. This experience forms the backbone that helps him better understand businesses and their fair value. He has been early in identifying and investing in multiple businesses across industries before they catch market attention. Samit actively shares his knowledge and learnings through widely followed investor newsletters, lectures at CFA society/industry forums/business schools and media interviews.
Samit returned to India in 2006 after spending a decade in the USA working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), Mumbai University.