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…
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)…
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…
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 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.…
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…
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.
