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Sagar Lele, CFA

Sagar has spent more than 12 years in the equity markets, across investment advisory, institutional broking and asset management.

His last stint was in fund management at Daiwa Asset Management, which is Japan's second largest AMC with an AUM of US$ 200 billion. He was responsible for generating alpha on the India-focused funds at Daiwa, and also advising on India investments across Daiwa's global funds.

He has also worked at Motilal Oswal Securities and Antique Stock Broking in institutional research. His primary role was to research stocks, advise DIIs and FIIs on their portfolios and generate liquidity for their transactions.

He has also been part of the iconic Dalal Street Investment Journal, in the areas of research, investment advisory and portfolio management.

He is a CFA charterholder, holds a masters degree in finance from University of Reading, and a bachelors in business from NMIMS.

Sagar has spent more than 12 years in the equity markets, across investment advisory, institutional broking and asset management.

He has also been part of the iconic Dalal Street Investment Journal, in the areas of research, investment advisory and portfolio management.

He is a CFA charterholder, holds a masters degree in finance from University of Reading, and a bachelors in business from NMIMS.

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Years of experience

10+ years

SEBI Registered

INA000015747

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All your questions answered

Frequently asked questions

What are the products offered?

These are themes we believe in, themes that have yielded superior outperformance over the last many years. , We are able to beat most mutual funds out there because of concentrated portfolios, superior stock selection, timely rebalances, and an approach that adheres strictly to the theme and looks for fundamental strength. , There are 5 smallcases live at the moment:, Rocketship, Monopolies, Disruptors, Value Migration, Socially Responsible Investing, Other than this, we also offer portfolio reviews, portfolios using a core and satellite approach and Portfolio Management Services (PMS).

What is their investment philosophy?

The central philosophy of the team is to think in multiples, and not in percentages., We enable this by picking stocks that are driven by a flywheel effect caused by:, Earnings growth, and , Valuation re-rating, We have devised our proprietary SEVT framework to be able to do this consistently over and over again. It's a simple methodology based on four factors we seek in our picks:, Long-term Stories - find narratives and market shifts that will play out meaningfully over long periods, Strong Earnings Growth - ensure stories are supported by superior financial performance, Reasonable Valuations - pick the stock up at valuations that leave room for upside, Visible Triggers - invest when triggers are yet to play out and propel the stock higher,

What is a smallcase ?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of the smallcase manager. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

The smallcase manager decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to the smallcase manager's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.