SageOne Investment Managers LLP
Quick Facts & Credentials
Why SageOne Investment Managers LLP
Experienced Research & Investment Team
Over 100 years of combined experience across various market cycles.
Robust & Replicable Investment Process
Bottom-up research supported by company visits, channel checks and detailed financial modelling.
Disciplined Risk Management
Macro and micro factor checks with defined thresholds for individual stocks and sectors.
Proven Track Record
The presentations report 23.9x risk-adjusted returns against 5.4x benchmark performance for the SageOne Core Portfolio strategy.
Alignment of Interest
Significant commitment of the investment team's own capital into the fund.
Active Monitoring & Rebalancing
Prudent rebalancing, channel checks and active entry and exit decisions based on changing business dynamics and valuations.
Leadership Team
Investment Philosophy
To build and sustain a portfolio centered on high-conviction growth opportunities, acquiring them at prices below their intrinsic value.
Sustainable Compounded Earnings Growth
Focus on businesses capable of delivering sustainable earnings growth.
Gains in Market Share
Identify companies with potential for sustainable market share gains.
Healthy ROCE & ROE
Evaluate return on capital employed and return on equity.
High Cash Flow from Operations
Focus on businesses generating strong operating cash flows.
Better ROCE on Incremental Capex
Assess the efficiency of returns generated on incremental capital expenditure.
Sustainable Margins
Look for businesses with sustainable operating margins.
Low Leverage
Consider prudent debt levels and balance sheet quality.
Favorable ESG Incorporation
Incorporate favorable ESG considerations into the investment evaluation.
Strategies Offered (2)
SageOne Core Portfolio
To invest in high-quality structural growth businesses in India and seek to generate meaningful alpha of 5-7% at the gross level for investors over time.
SageOne Flagship Growth OE Fund (Scheme 3)
To build and sustain a portfolio centered on high-conviction growth opportunities, acquiring them at prices below their intrinsic value. The fund invests in SageOne's Core and Small Cap Portfolios, along with potential QIP and private placement opportunities.
Regulatory Information
Regulatory information identified in the uploaded documents. Verify current registration details and relevant regulatory disclosures before publication.
Consult on SageOne Investment Managers LLP's Strategies
Interested in allocating to SageOne Investment Managers LLP's PMS or AIF portfolios? Connect with our senior advisory desk for comparative analysis, drawdown risk audits, and onboarding guidance.