• Skip to primary navigation
  • Skip to main content

Safal Niveshak

Wit. Wisdom. Value Investing.

  • Articles
  • Newsletter
  • Courses
  • Stock Analysis Excel
  • Podcast
  • Books
  • Contact
  • Log In
  • Prime
  • Show Search
Hide Search
You are here: Home / Investing / Value Investor Interview: Samit Vartak

Value Investor Interview: Samit Vartak

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.



Samit Vartak - Safal Niveshak InterviewI 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.

Want to Read More? This content is exclusive for members of Value Investing Almanack. Login to read if you are a member. Else, click here to subscribe.

Benefits to VIA Members
 
  • Spotlight: Big ideas from Value Investing and why applying them in your investment decision making will be a great deal
  • InvestorInsights: Interviews with experienced value investors, learners, and deep thinkers
  • StockTalk: Thorough analysis of business models of companies (without any recommendations)
  • Behaviouronomics: Deep analysis of human behaviour and how it impacts investment decision making
  • BookWorm: Reviews of the best books on Value Investing and related subjects
  • Free Course – Financial Statement Analysis for Smart People (otherwise priced at Rs 6,900)
  • Archives: Instant access to our huge archive from the past three years
Become a VIA Member. Click to Subscribe

Join 90000+ Smart Investors

Subscribe to our best stuff on investing, stock analysis, and human behaviour. Plus get access to Seven E-Books on Investing + Two Special Reports + One Stock Analysis Template. All for FREE!

No charge. Unsubscribe anytime.

Be a part of our growing tribe. Join us on Twitter.

Reader Interactions

Comments

  1. Manish Agarwal says

    April 4, 2016 at 1:13 pm

    Hi Vishal,

    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.

    Thanks,
    Manish

    Reply
    • Vishal Khandelwal says

      April 8, 2016 at 11:26 am

      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.

      Reply
  2. Ravikumar says

    April 9, 2016 at 7:52 pm

    Thanks Vishal and Samit for your wonderful time and sharing.

    Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

About   |   Newsletter   |   Courses   |   Books   |   Connect

Uncopyrighted & Handcrafted with in India

  • Twitter
  • Youtube
  • Instagram