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Stoic Talks Feat Samit Vartak : Mastering Small/Midcap Investments Welcome to the full episode of the Second Season of Stoic Talks Podcast ! Stoic Talks kicks off the season with an insightful interview featuring Samit Vartak, the CIO and founder of Sage One Investment Advisor. They delve into Samit's investing style, philosophy, and his expertise in the small and midcap investment space. Samit Vartak takes us on a captivating journey, starting from his background in civil engineering to his unwavering passion for investing. Through extensive courses and an MBA in investment, Samit honed his skills and gained invaluable knowledge. With a commendable corporate experience in companies like GAP Inc, PWC Consulting, Deloitte, and E&Y, Samit brings a unique perspective to the investment world. Discover how his diverse experiences shaped his investment approach and why he has a keen focus on small and midcap investments. During this engaging conversation, we uncover Samit's investing process, diving into his emphasis on fundamental momentum in earnings growth and his insights on valuations and re-rating possibilities. You'll gain practical insights into his strategies and learn how he identifies top-performing small and midcap teams to construct successful portfolios.
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