Long, difficult groundwork is an extremely inefficient investment area in today's society, and it will remain so for the foreseeable future. Mr. Samit Vartak, a cofounder of SageOne Diversified Portfolio Investment, launched the company in 2012. They provide investment management services through PMS and AIF. We seek to go multi-level deeper in every aspect of investment decision, from absolute growth to relative positioning, immediate triggers to long-term moats, top management to mid and ground-level personnel, and end-users to distribution channels and supply drivers. When assessing the company's long-term potential, this gives us an advantage over our competitors.
The philosophy of investment
High-Growth Companies
We search for companies that gain market share, as this accounts for
their earnings growth.
The company should have more than 20% long-term growth potential per
year, with little incremental stock dilution (save for financial companies) required
to accomplish that growth.
Management that is both clean and competent
The most crucial thing to remember in India is to avoid managements who
are here to defraud investors and believe us, and we know a lot of them.
We have a "zero" tolerance policy here, and we prefer to pass
up a fantastic opportunity even if we have reservations about the management's
integrity.
Competitive Advantage That Lasts
We look for companies with a long-term competitive advantage, as
evidenced by their market leadership, in areas that appeal to long-term capital
development.
Return on capital (ROCE) is an excellent indicator of a company's management team's quality and competitive advantage. Typically, we look for a minimum of 20% ROCE and ROE attained without excessive leverage (debt).
About the Founder:
Samit Vartak, the Founder and Chief Investment Officer (CIO) of SageOne Investment Managers LLP, is the Chief Investment Officer and Founding Partner. Since 1999, Samit has been a stock market trader, and during that period he has witnessed and examined various bull and bear markets. He has advised different firm executives in the United States and India on business strategy, profit optimization, growth, and valuation. This background provides him with the foundation for a deeper understanding of enterprises and their fair market value. He has been a pioneer in spotting and investing in various businesses across industries before they became well-known. Samit actively promotes his knowledge and learnings through widely read investor newsletters, CFA society/industry forums/business schools lectures, and media interviews.
Samit returned to India in 2006 following a decade in the United States,
first in corporate strategy with Gap Inc. and PwC Consulting, and then in company
valuation and mergers and acquisitions with Deloitte and Ernst & Young.
Samit holds a CFA® charter, an MBA from Washington University in St. Louis'
Olin School of Business, and a Bachelor of Engineering degree with honors from
Mumbai University's Sardar Patel College of Engineering (SPCE).
There are few sectors on which this investment sage is meditating
Chemicals of a Special Type
China controls almost 70% to 80% of the market. Because of apparent
incentives, the cost of producing these chemicals was lower in China, and the
government was unconcerned about pollution.
Having said that, China's perspective is shifting. As part of a pollution-control strategy, the country closes down several factories. This will directly impact Chinese industrial enterprises that rely on these chemicals, prompting them to look for new suppliers. On the other hand, in India, most plants are pollution-free. With China's crackdown, the cost structure is approaching that of India. In other words, Indian manufacturers of specialty chemicals can compete with their Chinese counterparts.
If China succeeds in regaining its footing, its pricing will most likely be comparable to India's. As a result, it is believed the specialty chemicals industry in India has a lot of promise.
Materials for Construction
In India, the market for building materials is largely unorganized. However, it is believed that as a result of the recently introduced e-way bill, many cash-based businesses would either close or see their costs rise as a result of having to pay taxes.
As a result, the formal men will gain access to roughly 70% of the
market, even if there are only a few of them.
Ancillary Auto
Auto Ancillaries is a component supplier to OEMs, but it has a better track record with consumables.
When studying a business, some components can only be used once over the vehicle's existence, such as the engine or the camshaft. However, components such as cables, tyres, and bearings need to be replaced from time to time. These take into account consumables in the auto industry, where demand is often consistent, resulting in significantly stronger business cycles.
Why choose us?
AIF & PMS Experts wishes to help our clients generate long-term wealth by establishing trust in governance, maintaining transparency, and encouraging long-term asset growth. Our diversified products, analytics, and tools are critical to our success and enable us to achieve our objectives.
What is the most effective method of investing in AIF and PMS?
- Online transactions are
simple to do. Our qualified employees is happy to guide you.
- We'll keep an eye on your
portfolio.
We are confident in India's ability to progress. We understand the importance of investments as a driver of economic growth. Our Founder, Mr. Vikas Agrawal, exemplifies this belief. His extensive experience, notably in Alternative Investing, has provided him with a distinct viewpoint on the economy. SageOne Diversified Portfolio invests in various assets, as the name suggests. It enables us to enter a hitherto untapped market and develop efficient investment strategies. Because of our unique manager-centric investment methodology, we can focus on high-performance investing theories and apply the L-E-A-P of wealth. The SageOne Diversified Portfolio seeks out niche business leaders whose earnings are expected to grow at a pace of > 20% (CAGR) over the next three years, owing to industry expansion and market share gains from the competition. During times of stress, the fund aims to outperform the competition. Contact us today.
