SageOne Investment Managers LLP – Portfolio Management Services (PMS)

Fund Manager

Possesses nine years of comprehensive experience in equity research, spanning both sell-side and buy-side institutions. Demonstrates a keen aptitude for identifying significant market trends, with a particular emphasis on qualitative analysis and behavioral finance principles. A consistent preference has been shown for identifying mid-cap companies with the potential to evolve into large-cap entities. Holds the Chartered Financial Analyst (CFA) designation, is an Accountant Technician from the Institute of Chartered Accountants of India (ICAI), and holds a Master of Commerce in Management from Mumbai University.

Founder and CIO, Fund Manager

Samit Vartak serves as the Founding Partner and Chief Investment Officer of SageOne Investment Advisors LLP. With investment experience in equity markets dating back to 1999, Mr. Vartak possesses a comprehensive understanding of market dynamics, having navigated numerous bull and bear market cycles over two decades. His professional background includes extensive engagement with management teams of companies in both the United States and India, where he provided strategic counsel on business development, profit enhancement, expansion initiatives, and valuation methodologies. This practical expertise underpins his ability to assess enterprises and determine their intrinsic worth. Mr. Vartak has demonstrated a consistent track record of early identification and investment in promising companies across diverse sectors prior to their broader market recognition. He generously disseminates his insights and investment philosophy through widely distributed investor newsletters, presentations at professional bodies like the CFA Society, industry forums, academic institutions, and media engagements. Prior to his return to India in 2006, Mr. Vartak spent ten years in the USA. His international tenure included roles in corporate strategy at Gap Inc. and PwC Consulting, followed by advisory positions at Deloitte and Ernst & Young, focusing on business valuation and mergers and acquisitions. Mr. Vartak is a CFA® charterholder. He holds an MBA from the Olin School of Business at Washington University in St. Louis and a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering (SPCE), affiliated with Mumbai University.

Fund Manager

With 18 years of comprehensive experience in financial markets, encompassing both sell-side and buy-side research, the individual possesses a profound understanding of the BFSI and Consumer sectors. This expertise is further complemented by an established network of industry contacts and direct engagement. During a prior proprietary trading period, the individual effectively managed assets for a substantial family office. Academic qualifications include CFA Charter, an MBA from Symbiosis, and a Bachelor of Commerce from St. Xavier's College, Kolkata.