97 minutes | May 17, 2023

S02E01: "Piercing the Small/Midcap Investing Chakravyuh" with Samit Vartak

We start the STOIC Talks Version 2 with Samit Vartak. Samit Vartak is the founder and Chief Investment Officer of SageOne Investment Managers, which has had a stellar performance record since its inception. Link here to see details https://www.pmsaifworld.com/portfolio/sageone-investment-managers-core-portfolio/ Samit has a commendable corporate experience prior to his joining the Investment world. After finishing his MBA from OLIN School of Business and CFA, he spent a decade in US working in corporate strategy with GAP Inc and PWC Consulting, Deloitte and E&Y in their M&A departments. SageOne follows a Growth Investing philosophy where the key emphasis is to spot high growth businesses with sustainable competitive advantage run by clean and competent management. Samit has also penned his philosophy and views in various blogs and shareholder letters. In this episode, both Puneet and Nooresh delve deeper into the nuances involved in such an approach.
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