Note: This interview was originally published in the March 2016 issue of our premium newsletter – Value Investing Almanack (VIA). To read more such interviews and other deep thoughts on value investing, business analysis and behavioral finance, click here to subscribe to VIA.
I recently interviewed Samit Vartak of SageOne Investment Advisors for my premium newsletter, Value Investing Almanack.
Samit is one of the founding partners and Chief Investment Officer at SageOne, and is responsible for ensuring SageOne’s adherence to its core investment philosophy and discipline of risk management. As you would read in the interview below, Samit believes in risk management not by seeking extreme diversification or buying sub-par businesses at low multiples, but by building a reasonably diversified portfolio of high quality businesses having long term competitive advantages in attractive and high growth industries.
Samit returned to India in 2006 after spending a decade in the US working initially in corporate strategy with Gap Inc. and PwC Consulting, and then with Deloitte and Ernst & Young advising companies on business valuation and M&A. This experience forms the backbone that helps him better understand businesses and their fair value. Samit is a CFA® charter holder, an MBA from Olin School of Business of the Washington University in St. Louis and holds a Bachelor of Engineering degree with Honors from Sardar Patel College of Engineering, Mumbai University.
In his interview with Safal Niveshak, Samit shares his wide investment experience and how small investors can practice sensible investment decision making.
Manish Agarwal says
It is a wonderful interview, which i read in my entire life.I really appreciate of your hard work and find the way of right stocks/sector.
I am Manish and i am a very small investor, i like to invest around 80k to 100k every year and forget for next 5-10 years.
If you have any view for small investor, please share with us.
Vishal Khandelwal says
Thanks for your kind words, Manish. You may want to read this for some help on how you should approach investing – Cheatsheet for a New Investor. Regards.
Thanks Vishal and Samit for your wonderful time and sharing.