SageOne Core Portfolio

About Company

sageone investment has been founded in the year 2012 and their cofounder is Mr. Samit Vartak, they offer investment management services through PMS and AIF. In today's world, long, perilous groundwork is a very inefficient investment area, and it will continue to be so for the foreseeable future. From absolute growth to relative positioning, from immediate triggers to long-term moats, from top management to mid and ground-level employees, and from end-users to distribution channels and supply drivers, we aim to dive multi-level deeper in every facet of investment decision. When it comes to assessing the company's long-term potential, this gives us an advantage over the competitors.

Category: Mid Cap PMS, PMS •

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Fund Snapshot

Year of Inception	2009
Number of Stocks	15
Investment Horizon	Medium Term
Fund Managers	CFA Samit Vartak

Investment Philosophy

SageOne Core Portfolio looks for niche business leaders with earnings that are projected to rise at a rate of > 20% (CAGR) over the investment period of 3-5 years, driven by industry growth and market share gains from competition. The fund aims to perform significantly better than their competition during stressful times.
Over the course of an economic cycle, they choose funds that can outperform the benchmark indices by at least 5% (annualised).

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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SageOne Core Portfolio