DAILY VOICE | Rakshit Ranjan of Marcellus has 3 simple rules for picking winning stocks
It is very difficult to time entry exits particularly in high-quality stocks based on your view around a macro event’s impact on the broader economy. December 17, 2020 / 07:22 AM IST
Rakshit Ranjan, Marcellus Investment Managers, who swears by the power of consistent compounding through a select few stocks, forecasts earnings CAGR of their overall portfolio to be 18-20% or higher over the next 2 to 3 years.
Ranjan, who manages assets worth about Rs 2,500 crore, expects high-quality companies to deliver strong fundamentals over the next 3-4 years which should lead to healthy share price performance for these quality companies, he said in an interview with Moneycontrol’s Kshitij Anand.