Understanding factor investing in equities through a different lens Understanding factor investing in equities through a different lens This article is authored by Neha Agarwal, Vice President of Research at SageOne Investment Managers LLP DSIJ Intelligence / Tuesday, April 30, 2024 0 1278 Article rating: 5.0 Biases like overconfidence, loss aversion, and anchoring make it difficult for managers to assess market changes objectively and adjust factor exposures accordingly. Read more
How capital efficiency and capital intensity creates superior businesses and superior investing opportunities How capital efficiency and capital intensity creates superior businesses and superior investing opportunities This article is authored by Satish Kothari, SVP Research and Investments at SageOne Investment Managers. He is also the fund manager for SageOne’s SLMP strategy. DSIJ Intelligence / Wednesday, January 24, 2024 0 2107 Article rating: 4.1 New formats are more capital efficient than older ones and hence the incremental ROCE is higher along with a long runway for growth leading to high growth and high ROCE. Read more
From valuation to growth: Unearthing the investment playbook From valuation to growth: Unearthing the investment playbook Authored by Samit Vartak, Founding Partner and Chief Investment Officer of SageOne Investment Managers LLP. DSIJ Intelligence / Friday, September 29, 2023 0 1519 Article rating: 4.6 How does one find high-growth companies? To start with it’s important to find a pond with a lot of fish which are of high-return variety. Read more