Founding Partner and Chief Investment Officer of SageOne Investment Managers, advisor to Cayman based SageOne India Growth Fund. SageOne has generated annualized return of 3.5x Nifty and 2.8x of BSE Midcap over last 6 years (since inception).
Key strengths: Fund Management, Valuations and Corporate Strategy. Worked with Deloitte FAS, E&Y, PwC Consulting and Gap Inc. Samit, has spent around a decade in the US and has been in India since 2006. He holds a MBA, CFA and Bachelor of Engineering with Honors.
Presentations
FLAME Investment Lab With The Masters - Invest In Yourself (12th-16th July 2017)
Disclaimer - FLAME University is a fully philanthropic, not-for-profit university. The FLAME Investment Lab is established with the aim of providing a platform for experienced specialists to assist humble practitioners and students in acquiring knowledge about the art and science of investing. It is important to note that the courses offered, as well as the materials shared during these courses and on our website, should be regarded solely as educational resources.
Please be advised that no recommendations to buy, sell, or hold any particular investment should be anticipated from these presentations. The content provided is strictly for educational purposes and does not constitute investment advice or tips.
Interviews and Articles
We are looking at branded building materials and auto ancillaries: Samit Vartak, Partner & CIO, SageOne
http://economictimes.indiatimes.com/markets/expert-view/we-are-looking-at-branded-building-materials-and-auto-ancillaries-samit-vartak-partner-cio-sageone/articleshow/56096946.cms
Memo’s from Chief Investment Officer, Samit Vartak, CFA
http://sageoneinvestments.com/category/newslettersandpresentations
Value Investor Interview: Samit Vartak
http://www.safalniveshak.com/value-investor-interview-samit-vartak/
Reports
InvestorInsights: Samit Vartak March 2016 |
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SageOne Investor Memo January 2016 |