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The ‘cult’ of Marcellus propels it to the top of India’s PMS league SECTIONS Share ETMarkets.com Related MUMBAI: As Nifty50 tanked 24 per cent in March 2020 amid a raging pandemic, Marcellus Investment Managers’ own funds fell about 15 per cent. At that time, the asset manager’s founder and chief investment officer Saurabh Mukherjea would have felt relieved, and perhaps a hint of pride, at his fund’s resilience. The relative outperformance of Marcellus Investment Managers during the worst selloff in Indian equity market since the Global Financial Crisis eventually became the catal...

While you continue to like the Kotaks and the Berger Paints of the world, are you looking at expanding the number of stocks in your portfolio? Two things are playing out. One, flows into Marcellus have been very strong over the last 12 months. As the money that we are managing is basically moving towards the billion dollar mark, we are adding a few more stocks because there is only so much you can buy in a name and many of the names that we own we are already accounting for a substantial part of the free float and that is a little uncomfortable.

PMS biggies flop again; small, midcap strategies steal the show SECTIONS Share Synopsis Data compiled by PMS Bazaar showed Rising Start Opportunity strategy of Valentis Advisors, which invests in up and coming smallcap and midcap stocks, emerged the top performer with a 9.08 per cent return. Getty Images INSIGHTS NSE Explore Now NEW DELHI: PMS schemes focused on smallcaps and midcaps stole the show in January, as some big names from the industry failed to outperform their respective benchmarks thanks to a sell-off in stocks at the end of the month, which hit their returns. Data compiled by P...

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 delive...