Samit Vartak CFA
@SamitVartak
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Chief Investment Officer, SageOne Investment Managers LLP. Money shouldn't overshadow the bigger purpose of life.
Pune, India
Joined December 2011
This is one of the most in-depth interviews I have given. I won’t focus much on the multi-bagger returns, but my learnings of what really worked. I have tried my best to explain. Multi-bagger returns look good in hindsight, but have also made many mistakes. Have spoken about
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India Inc needs to dramatically accelerate investment in R&D and Capex . Also the stock market must reward both . Time to create a index of such companies which can be a good indicator of future success. Discounting for market share can’t be the measure to create unicorns.
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I’m working on a new book: Letters to a Young Analyst It’s a collection of letters from some of the wisest investors and analysts I know of, as also my own years of stumbling and learning in and from the markets. Lessons also apply to investors. Releasing in Nov. 2025.
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Webinar Replay—Aug 22 | Rethinking Risk & Reward: Small/Mid vs Large Caps (2025). Early signs of a new small/mid cycle; balance sheets cleaner, ROE/cash flows stronger. Action lens: bottom-up selection, avoid theme-chasing; watch data centres, defence adjacencies, and infra
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Enjoyed my discussion with Kamal at @PMS_AIF_World . These are confusing times for investors. Provided my thoughts on areas of opportunities in India. Rethinking Risk & Reward: The 2025 case of Small/Mid vs Large Caps | Sam... https://t.co/3xAs5plp56 via @YouTube
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PMS AIF WORLD invites you to an insightful conversation with Samit Vartak, CFA, Founder & CIO, SageOne Investment Managers — one of India’s most successful and award-winning fund managers. With an outstanding track record of 26.6% CAGR since 2012 (till July 2025), Samit has been
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Short discussion on the market @NDTVProfitIndia with @_nirajshah and @Heeraal ... https://t.co/OtRgeZ7X3D via @YouTube
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PMS AIF WORLD invites you to an insightful conversation with Samit Vartak, CFA, Founder & CIO, SageOne Investment Managers — one of India’s most successful and award-winning fund managers. With an outstanding track record of 26.6% CAGR since 2012 (till July 2025), Samit has been
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Why @SamitVartak is worried about valuations and his current stock-picking strategy https://t.co/FGWSJd236m
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He had zero idea of stocks till his graduation in 1994. He got exposed to stock markets during the dot-com bubble when he went to the U.S. He then took his first job in Wall Street & started investing from his $15,000 bonus paycheck. Today, he manages around ₹6,500 Crores
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"𝑭𝒊𝒏𝒂𝒏𝒄𝒊𝒂𝒍𝒔 𝒂𝒏𝒅 𝒄𝒐𝒏𝒔𝒖𝒎𝒑𝒕𝒊𝒐𝒏 𝒔𝒆𝒄𝒕𝒐𝒓 𝒓𝒆𝒑𝒐𝒓𝒕𝒆𝒅 𝒎𝒖𝒕𝒆𝒅 𝒏𝒖𝒎𝒃𝒆𝒓𝒔 𝒃𝒖𝒕 𝒂𝒓𝒆 𝒍𝒊𝒌𝒆𝒍𝒚 𝒕𝒐 𝒔𝒆𝒆 𝒔𝒐𝒎𝒆 𝒑𝒊𝒄𝒌 𝒖𝒑 𝒊𝒏 𝒈𝒓𝒐𝒘𝒕𝒉 𝒇𝒓𝒐𝒎 𝒉2𝒇𝒀26 𝒐𝒏𝒘𝒂𝒓𝒅𝒔 " Said 𝐌𝐫. 𝐒𝐚𝐭𝐢𝐬𝐡 𝐊𝐨𝐭𝐡𝐚𝐫𝐢, 𝐂𝐅𝐀 The
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Early-Bird Registrations open for 12th edition of TIA's flagship Bullet Proof Investing Seminar Date :20 SEP 2025, Saturday @ Chennai Time : 8:30 am – 5.30 pm Registration Fees - Rs 7500 /- For non-members (Early Bird offer price) https://t.co/DYhXmL1Me8
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The Freedom from 🔴Fear of failure 🔴envy and jealousy 🔴Pressure of achievements Is "Real Wealth" 🏆 Credit to @SamitVartak sir (Quote from his January 1,2024 Letter) What's your definition of Wealth? Comment 👇 #iPhone16ProMax
#indian youth #Trading f&o #Ipl fantasy Games
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My discussion on a panel @PMS_AIF_World conference. PMS AIF WORLD's Summit 6.0 | Future Multibagger Themes for 2025 & Beyond... https://t.co/2Q23D59BGM via @YouTube
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As concerns about earnings downgrades cloud your investment decisions- here is @SamitVartak's guide on how to decode earnings growth to ensure you build a strong portfolio- https://t.co/qYrDy2fA2g
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Very few voices talking of SMIDs being the pocket of value.. Samit talks about it with rationale, data and experience.. if you have SMIDs in your portfolio, do listen to this podcast #TalkingPoint
My podcast with @_nirajshah . In these times of volatility we discussed variety of topics: realigning the portfolio in case there is no incremental cash to invest, common parameters of multi-bagger stocks since 2008 peak, strategy that I follow to ride through such times and
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My podcast with @_nirajshah . In these times of volatility we discussed variety of topics: realigning the portfolio in case there is no incremental cash to invest, common parameters of multi-bagger stocks since 2008 peak, strategy that I follow to ride through such times and
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Had an engaging conversation with @nikunjdalmia and covered a lot of aspects regarding today’s market conditions. I thoroughly enjoyed the conversation and hope you like it too. Identifying Value In Indian Market With Samit Vartak: More Decline In SM...
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RT @ETNOWlive: #OnETNOW | "Spotting opportunities in the broader markets while being cautious in the small-cap space—focus on market leader…
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