Fund Manager
Samit Vartak
Founding Partner & Chief Investment Officer
Overview
Samit Vartak, founding partner & chief investment officer, manages 1 PMS strategy at SageOne Investment Managers in our database, across Mid & Small Cap. 20+ years in equity research and investing; CFA. Previously associated with SageOne (founder). Their SageOne Small Cap Portfolio (SSP) strategy has a three-year annualised return of +12.21%. High-quality, high-growth small/mid caps.
Profile
- Experience
- 20+ years in equity research and investing; CFA
- Education
- Not publicly available
- Previous firms
- SageOne (founder)
- Investment philosophy
- High-quality, high-growth small/mid caps.
Strategies managed
| Strategy | Category | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|
| SageOne Small Cap Portfolio (SSP) | Mid & Small Cap | +13.49% | +12.21% | +11.24% |
Frequently asked questions
Which company does Samit Vartak work for?
Samit Vartak is Founding Partner & Chief Investment Officer at SageOne Investment Managers.
Which strategies does Samit Vartak manage?
Samit Vartak manages SageOne Small Cap Portfolio (SSP) — listed with returns in the table on this page.
What is the track record of strategies run by Samit Vartak?
Among the strategies we track that they manage, SageOne Small Cap Portfolio (SSP) has the strongest three-year annualised return at +12.21% (as of 31 August 2026). Past performance is not indicative of future results.