Saurabh mukherjea portfolio. 5% and 24%, respectively, in FY24.

Saurabh mukherjea portfolio He was rated as the leading equity strategist in India by Asiamoney polls in 2014, 2015 and 2016. '10% sales growth every single year for last 10 years' and '15% ROCE every single year for last 10 years', this query will help you find CCP. How do you manage this mentally and emotionally? Saurabh Mukherjea has announced that a former megabagger stock has been gracefully retired from his famous portfolio of consistent compounders. Dec 18, 2024 · Saurabh Mukherjea Portfolio: As per the latest announcement, superstar investor Saurabh Mukherjea has bought 2 new small and midcap stocks. 3% since inception in December Coffee Can Portfolio Get Email Updates Based on the book by Saurabh Mukherjee. Learn about Marcellus' investment strategy for Indian stocks, based on forensic accounting, fundamental parameters, longevity analysis and moat score. Despite the consensus buy on HDFC Dec 8, 2023 · Saurabh is a founding director of the trade association in India called the Association of Portfolio Managers. 78 per cent return in the last 6 months. Ltd—a portfolio management services firm, has a word of advice for investors. With a corpus of Rs 683 crore under management as on November 30, the fund’s mandate is to Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Feb 24, 2023 · "There are zero competitive advantages in Indian auto. Final portfolio of ~15-20 Cos. I have no reason to believe that Bajaj and Kotak will find themselves in a different position. Oct 31, 2024 · Saurabh Mukherjea has his coffee can and tortoise strategies. Additions to the Rising Giants PMS portfolio (as of October 31, 2024) 1. Watch Video. Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers which was incorporated in Aug 2018 and the firm’s application to conduct Portfolio Management Services was approved by SEBI in Oct 2018. . Yet, on the fifth anniversar­y of his PMS, Mukherjea should be a worried man. In its mid-cap-focused Rising Giants and small-cap-heavy Little Champs funds, Marcellus has made these strategic additions to enhance its portfolio. “ Addition of Bajaj Finserv : We started adding Bajaj Finserv to the portfolio in July. Celebrating 18 years: 8 mid-cap gems for market-beating returns! Dec 19, 2023 · Marcellus Little Champs is what Saurabh Mukherjea calls "champion small-cap stocks" in the BSE 500. Paushak in specialty Oct 26, 2021 · According to him, the valuation of any stock is the present value of all expected future free cash flows. Saurabh Mukherjea recently added Trent Rainbow Children’s Medicare to his portfolios in Augusts. Shares of Tata Group-owned retailer Trent have more than doubled in just two years while smallcap Rainbow has more than doubled from its IPO issue price of Rs 506. 2980 (See Saurabh Mukherjea Adds Blue-Chip MNC Stock (Market Leader, Debt-Free, High RoE) To Portfolio Of Multibaggers). The book defines a Coffee Can Portfolio in the Indian context. It has an Austrian parent listed in Austria. He attributes this performance to improved earnings growth and adjustments within the portfolios. We have got Eicher Motors, Royal Enfield specifically. D alal Street's top stock picker Saurabh Mukherjea, who handles HNI money worth around Rs 8,500 crore in his PMS firm Marcellus, has picked three new stocks in his portfolio recently - City Union Nov 30, 2024 · When Saurabh left Ambit in June 2018, assets under advisory were $800mn. Saurabh Mukherjea had recommended GMM Pfaulder to us in March 2020 when it was quoting at the throwaway valuation of Rs. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. Grauer and Weil (G&W) enjoys a strong moat in its core Electroplating Chemicals business around: the recipe of the chemicals (IP), customising the product to the requirements of the customer and providing customer service through Pan-India technical centres. In this episode, I talk to Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers and author of notable books like Coffee Can Investing and Diam Don’t worry about stocks which surge or plunge. But, is he? Nov 28, 2018 · Experience: Marcellus Investment Managers · Education: London School of Economics and Political Science · Location: Mumbai · 500+ connections on LinkedIn. He is the former CEO of Ambit Capital and played a key role in Ambit’s rise as a broker and a wealth manager. 3% stake in Bajaj Finance – one of the most profitable and best-managed NBFCs – and 74% stake in 2 insurance businesses Aug 17, 2016 · Saurabh Mukherjea, bestselling author of Gurus of Chaos, delivers an exceptional book with lessons to learn from these seven businesses. by Saurrabh S kadam. MeritorQ Quant Based Portfolio What is their investment philosophy? MeritorQ combines our proprietary forensic framework and the rigour of quantitative portfolio construction to deliver superior risk adjusted returns. According to top-secret information, the PMS has delivered a return of 22. Aug 9, 2023 · Coffee Can Investment was made popular by industry and literature. A lot of that money has gone in the smallcap portfolio and to Vmart," says Saurabh Mukherjea, Founder, Marcellus Investment Managers. top quintile) the large cap/multi-cap category • In a universe of all PMS with 2 year Dec 7, 2023 · Mumbai: This was not how Saurabh Mukherjea envisaged his portfolio management service (PMS) would end up after five years: investors demanding an explanation about performance and ₹ 40 crore Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. The noted fund manager has recently added Nov 22, 2024 · Discussion with Nandan Nilekani & Saurabh Mukherjea – “How Digital Public Goods are Changing India” Feb 02, 2023 WATCH NOW Marcellus “Kings of Capital” Webinar – Update on the KCP Portfolio. Saurabh Mukherjea was born into a Bengali family. PMS Product Performance On 18 January, in his newsletter to investors, Marcellus Investment Managers founder and chief investment officer Saurabh Mukherjea said that the fund house had exited one of his favourite stocks, Relaxo Footwears. Mar 31, 2022 · "Over the last couple of months, we have held back from our auto and auto ancillary investments. He mentions that without merger synergies, HDFC Bank is already a profitable bank with a 1. Top PMS fund manager Saurabh Mukherjea, managing nearly Rs 6,000 crore at Marcellus Investment Managers, has added smallcap and midcap stocks Ahluwalia Contracts and Clean Science & Technology to his portfolio while exiting Eureka Forbes after a 30% profit in nine months. Sizing ranks 11-15 account for the final 29% of the portfolio. Apr 7, 2022 · Dalal Street's widely followed money manager Saurabh Mukherjea, who manages assets worth over Rs 9,000 crore, has written to investors detailing how he messed up in stock selection and position sizing of two stocks - Page Industries and ITC - in 2019-20. Oct 23, 2024 · Saurabh Mukherjea-led Marcellus adopts a rigorous two-stage process to construct the portfolio: filtering 80-85 potential companies through forensic accounting analysis, followed by in-depth bottom-up research and third-party checks to finalising the top 20-30 selections. 9% ROA. These stocks include some of his all-time favourites like Asian Paints and Sep 29, 2018 · Nandita Rajhansa and Saurabh Mukherjea work for Marcellus Investment Managers (www. Jan 19, 2024 · Top PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4 new smallcap stocks in his Little Champs portfolio. Do you want to try searching without latest ? 3 results found: Showing page 1 of 1 Industry Marcellus Little Champs Portfolio or Marcellus LCP PMS follows a thorough analysis based on two objective steps as mentioned below : • Marcellus LCP follows an objective analysis based on 12 accounting ratios covering income statement (revenue/ earnings manipulation), balance sheet (correct representation of assets/liabilities), cash pilferage and audit quality checks. He also discusses his midcap portfolio and his views on the market selloff. Jul 3, 2024 · It was made popular by Ambit Capital and the book written by Saurabh Mukherjea, Rakshit Ranjan, Pranab Uniyal – “Coffee Can Investing: The Low-Risk Road to Stupendous Wealth”. atharva44 created a screener saurabh mukherjea Follow 18 Apr 2021. Grauer & Weil (India) Ltd. They have around 35% share globally and 40% share in India. Saurabh Mukherjea, a stock market expert and author, reveals the names and rationale of the 15 stocks in his portfolio of 'Little Champs'. In these spaces, one or two monopolies are emerging and we have been trying very hard to identify them. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics. On its website, the firm has said that it holds companies for long periods of time with little or no churn, which allows them to capture the magic of long Feb 23, 2018 · Saurabh Mukherjea is the CEO of Ambit Capital, an Indian investment bank. Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Sep 18, 2023 · Dalal Street's popular fund manager Saurabh Mukherjea has added two new stocks to his portfolios - Trent and Rainbow Children’s Medicare - in August. 5 Note: The fund manager maintains discretion on stock inclusion in the portfolio. On his recent investments, he spotlighted the success of Tata Group's retail firm, Trent, attributing the investment decision to the strong performance of its fashion brands, Zudio and West Side and grocery chain According to a newsletter issued by Saurabh Mukherjea’s Marcellus PMS Fund, the following are the additions and exits: Changes to the Little Champs PMS model portfolio (as at March 31, 2024) Additions to the portfolio: 1. He suggests investing in financial services platforms such as Prudent Corporate, as well as companies with high revenue growth, such as Divi's Labs and Dr Lal PathLabs, which have distinctive Apr 19, 2023 · Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “Divi’s Labs halved last year and so through November-December last year, we increased the position in Divi’s Lab very substantially in the flagship portfolio CCP but we also added Divi’s Lab to Rising Giants which focuses on companies with $3-4-5 billion market cap. According to Mukherjea, the turnover ratio, the percentage of the portfolio that will be changed each year will be 40-50% in MeritorQ Aug 25, 2023 · "We have added RHI Magnesita to Little Champs portfolio. Thus the value of my portfolio at the start of my analysis is Rs500. The next 5 (sizing ranks 5-10) stocks in Marcellus Rising Giants account for ~30% of the portfolio. Consistent compounders (Saurabh Mukherjea) Get Email Updates Coffee can investing philosophy filter applied to filter quality stocks who have compounded investor's wealth consistently historically. The changes aim to diversify the portfolio and boost earnings growth. e. India Office Marcellus Investment Managers 102, First Floor, Boston House, Suren Road, Dec 8, 2023 · This was not how Saurabh Mukherjea envisaged his portfolio management service (PMS) would end up after five years: investors demanding an explanatio­n about performanc­e and ₹40 crore being pulled out of the PMS every day. Edited excerpts: Aug 27, 2024 · Disclaimer: Saurabh Mukherjea, his parents, and clients are invested in Marcellus' PMS offerings and all the stocks mentioned in the interview. Mukherjea says: "In HDFC Bank's case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growth rebounded. More generally, across the world, as the gold industry booms, Tega's products are specifically very useful for the gold mining industry. Aug 16, 2021 · Saurabh Mukherjea, founder of Marcellus Investment Managers, one of India’s leading portfolio managers, has, together with his colleagues Rakshit Ranjan and Salil Desai released “Diamonds” which comes to the timely rescue of the beleaguered Indian investor already wondering about the adequacy of returns from his investments in real estate, gold, and fixed deposits, not to speak of the Saurabh Mukherjea’s PMS Fund has informed of the portfolio changes made to the Kings of Capital Fund. The balance 10% is Saurabh Mukherjea is the Founder and CIO of Marcellus. To be specific, Ambit Capital and a book on Coffee Can Portfolio, Saurabh Mukherjea’s “The Unusual Billionaires,” coauthored with Rakshit Rajan and Pranab Uniyal, introduced the term in the Indian context. Bajaj Finserv owns 51. 41 results found: Showing page 1 of 2 Industry Export Jan 17, 2023 · First, there will be more frequent churn in the portfolio. ) However Jul 20, 2022 · saurabh mukherjea portfolio saurabh mukherjea dr lal pathlab bajaj finance eicher motors expert view stock market et now suprajit engineering eicher motors (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2024 and expert advice , on ETMarkets . He made 30 per cent profit in 9 months in the stock, which is up 31. Saurabh Mukherjea, a fellow of the Royal Society of Arts and an alumnus of the London School of Economics, is the author of four best-selling books on subjects including investing, business strategy and self-improvement. He also notes that HDFC Bank's operational delivery has been solid post-merger. Nov 13, 2023 · Saurabh Mukherjea, the founder of Marcellus Investment Managers, discussed these portfolio changes in an interview with CNBC-TV18. Prior to Marcellus, he was the CEO of Ambit Capital and before that, the co-founder of Clear Capital (UK). “At Marcellus, the key objective of our Little Champs PMS is to own a Jan 23, 2023 · Saurabh Mukherjea’s Marcellus Investment Managers has added this Tata group stock in rising giants portfolio after ending its long love affair with Relaxo Footwear shares Saurabh Mukherjea is the Founder and CIO of Marcellus. Additionally, he has booked profit in household appliances maker Eureka Forbes. In London, Saurabh was the co-founder of Saurabh mukherjea Little champs. Saurabh Mukherjea, CFA, FRSA Pramod Gubbi, CFA Saurabh Mukherjea is the Founder and CIO of Marcellus. Its place has been awarded to a virile newcomer which has potential to deliver multibagger gains Saurabh Mukherjea picks these 7 small and midcap stocks, exits Info Edge. He expects the Nifty 50 to correct by another 10% for it to be sensibly valued. To make space for the diagnostic stock, the PMS sold multibagger Gujarat Ambuja Exports, which has jumped over 300 per cent in the last five years. Career In the Corporate Sector. in). This video is about the latest portfolio stocks of Marcellus' Little Champs PMS 2023 and investment philosophy of Mr Saurabh Mukherjea regarding small cap co Saurabh Mukherjea’s Little Champs portfolio has added RHI Magnesita, a Mid-Cap MNC stock with 55% promoter holding & dominant market share The Marcellus Little Champs portfolio & Rising Giants Portfolio comprise of dominant mid and small-cap companies which have ahigh level of corporate governance. Saurabh Mukherjea adds multibagger Tata stock, smallcap to portfolio. In London, Saurabh was the co-founder of Clear Capital. Jun 15, 2022 · Saurabh Mukherjea, founder of Marcellus Investment Managers, shares his views on three Indian companies that have the potential to become trillion dollar firms in a decade. 5% and 24%, respectively. contact@pmsaifworld. Jan 9, 2022 · Marcellus Rising Giants PMS is a Concentrated 15-stock portfolios with the top 4 stocks accounting for around 40% of the portfolio. He said there are two factors that drive expected future free cash flows of a company – a) rate of growth of free cash flows, which is driven by the strength of the company’s competitive advantages (i. Read online or download for free from Z-Library the Book: The Unusual Billionaires, Author: Saurabh Mukherjea, Publisher: Penguin Books Ltd, ISBN: B01JA9KYK2, Year Sep 8, 2023 · SAURABH MUKHERJEA is the Founder and Chief Investment Officer at Marcellus Investment Managers. Mar 27, 2021 · Saurabh Mukherjea has advised that the Specialty Chemicals sector is today where the Pharma & Tech sectors were decades ago i. Saurabh Mukherjea Get Email Updates Unusual Billionaire and Coffee Can Portfolio. Jul 10, 2024 · Saurabh Mukherjea of Marcellus Investment Managers talked about five stocks he is bullish on in a recent press briefing. Jul 12, 2024 · Saurabh Mukherjea picks these 7 small and midcap stocks, exits Info Edge. He remains a member of many working groups of SEBI, whose job it is to examine and revise the regulations controlling portfolio management in India. That industry is consolidating. A few years down the road, when performance has not been good, you have been criticised across the board. by Hardik. In his bank-focused Kings of Capital portfolio, Home First Finance has been replaced with MAS Financial Services while SKF India is the new stock pick in midcap-heavy Rising Giants portfolio. 5% and 24%, respectively, in FY24. Just manage your portfolio allocation . Coffee Can Investment portfolio Get Email Updates 10 year buy & hold companies with Sales growth >10 each year + ROCE >15% each year for last 10 yrs Ref: Saurabh Mukherjea CCI book Nov 19, 2023 · saurabh mukherjea portfolio stocks saurabh mukherjea marcellus investment managers specialty chemicals cables & wires alkyl amines expert view Stock Market et now (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2024 and expert advice , on ETMarkets . Discover the key features of his portfolio and top stock holdings. He is a leading equity strategist & respected by market participants May 7, 2024 · Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Good gross margins 40%, gross margins 15%, operating margins around 30% ROC. Dec 20, 2023 · Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “as the steel industry booms in India, we reckon Tega's products will be more used in India. See the portfolio construction process, performance and examples of stocks in the Consistent Compounders portfolio. He exited Eureka Forbes after a 30% profit in nine months due to increased competition and limited future returns. For this, I allot an equal amount of money in each of these five stocks, say Rs100. While shares of Tata Group-owned retailer Trent have more than doubled in just two years, smallcap Rainbow has more than doubled from its IPO issue price of Rs 506. The information provided in this video is purely made for educational pu Bestselling author of Gurus of Chaos and The Unusual Billionaires, Saurabh Mukherjea puts his money where his mouth is. Apr 16, 2024 · Saurabh Mukherjea's Marcellus Investment Managers has seen redemptions close to Rs 966 crore in March from its Consistent Compounders portfolio, as per data sourced from PMS Bazaar. Amongst the companies mentioned in this note, HDFC Bank, Kotak Mahindra Bank, Titan, and Asian Paints are part of Marcellus’ portfolios. Feb 1, 2018 · Saurabh Mukherjea is the CEO of Ambit Capital, an Indian investment bank. Saurabh Mukherjea, CFA Founder & CIO, Marcellus. party provider of portfolio performance data in India: • On a two year basis, CCP ranks 15 out of 116 PMS (i . His wife’s name is Sarbani Mukherjea. In London, Saurabh was the co-founder of Clear Capital and in 2007. ‘Saurabh Mukherjea describes incisively how some great Indian companies have achieved corporate success and made a great deal of money for investors along the way’—John Kay, professor of economics, London School of Economics ‘Saurabh’s book highlights that the recipe for outstanding corporate results Dec 30, 2024 · by Saurabh Mukherjea, Rakshit Ranjan, Salil Desai There are three reasons why reading Marcellus’ latest book will help those who are interested in the stock market: (1) Our guru, Sir John Kay’s Foreword will help you appreciate the basics of sensible investing in five minutes flat. RHI Magnesita makes ceramic lining, brick lining which goes into steel plant furnaces or cement plant furnaces. at the cusp of rapid growth and that we should grab stocks from the sector without any delay. Prior to turning around Ambit, Saurabh was a co-founder of Clear Capital, a London based small-cap equity research firm which he and his co-founders created in 2003 and PDF-1. His Little Champs and Rising Giants portfolios have seen strong performance in FY25, attributed to improved earnings and strategic portfolio Sep 28, 2022 · Team Mukherjea said that Vijaya has been able to gain a market share of around 20 per cent in Hyderabad and foray into other cities of Andhra Pradesh and Telangana in recent years. First, we have to compliment Saurabh because his PMS Fund named ‘Marcellus Consistent Compounders PMS‘ has heavily outperformed the Benchmark Nifty 50 Index. We think Siddharth Lal and team over the last 15 years have built a business which has pricing power, strong competitive advantages, translating into high ROCEs. If the ROA increases to 2%, the bank's ROE could be around 18%. Read online or download for free from Z-Library the Book: The Unusual Billionaires, Author: Saurabh Mukherjea, Publisher: Penguin Books Ltd, ISBN: B01JA9KYK2, Year Top PMS fund manager Saurabh Mukherjea, managing nearly Rs 6,000 crore at Marcellus Investment Managers, has added smallcap and midcap stocks Ahluwalia Contracts and Clean Science & Technology to his portfolio while exiting Eureka Forbes after a 30% profit in nine months. Saurabh started his corporate career as a senior consultant in London Economics, where he worked from 1998 to 2000. by Ashutosh. The Marcellus founder discusses the optimistic outlook for private sector capex in India, highlighting names such as RSI, RHI Magnesita, and Grindwell Norton as plays on the steel demand and Dec 10, 2021 · Saurabh Mukherjea portfolio Saurabh Mukherjea Saurabh Mukherjea stocks Saurabh Mukherjea news Saurabh Mukherjea stocks to buy Saurabh Mukherjea stock recommendations (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2024 and expert advice , on ETMarkets . The noted fund manager has recently added Saurabh Mukherjea is the Founder and CIO of Marcellus. 124 results found: Showing page 1 of 5 Industry Export Edit Columns S. What I understand to be the rising giants portfolio. Screener Post Where do we add value? The Consistent Compounders Portfolio combines our deep-dive stock-specific research with the benefits of the filter-based approach explained earlier,to help generate outperformance of 4-5% per annum over and above these filter-based portfolios. He has added a top-quality small-cap stock to his portfolio to ride the boom Jan 17, 2024 · Saurabh Mukherjea believes that as HDFC Bank stabilizes and its numbers improve, institutional appetite will return. 107 results found: Showing page 1 of 5 Industry Export Coffee Can Portfolio Get Email Updates Based on the book by Saurabh Mukherjee. Nov 8, 2024 · Mukherjea recommends spreading investments to US equities along with the domestic holdings, instead. When Mukherjea left Ambit in June 2018, assets under advisory were $800mn. Saurabh believes that it is better to trust stocks with a proven pedigree and winning track record and ride piggy-back on their broad shoulders rather than risk capital by trusting dubious newcomers. No. Aug 1, 2016 · Saurabh Mukherjea is founder and chief investment officer of Marcellus Investment Managers. In case, a stock does not clear the above filters, the fund manager must record and present to the Investment committee for approval, the reasons for such inclusion. Rakshit Ranjan is the portfolio manager of Coffee Can PMS. Apr 19, 2023 · According to Saurabh Mukherjea of Marcellus Investment Managers, the Indian market is experiencing a good comeback due to addressing concerns, solid macro, and stock specific news flow. Nov 17, 2023 · Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers, says “after the Q2 results, we reduced Bajaj, we increased the weight in HDFC Bank in our portfolios, in our largecap portfolio CCB. Here Ambit tries to condense it to a 10-year period and the portfolio in absolute terms gives returns over 20%. By understanding the reasoning behind these investments, we can learn how to make wise choices and Jun 5, 2023 · How Marcellus’ Saurabh Mukherjea plans to build a ₹20-crore nest egg Mukherjea allocates 90% of his personal investment portfolio to equities and just 10% for debt instruments. "So what we've advocated is to diversify your portfolio to Indian and American markets as they have low correlation. Sep 21, 2023 · Saurabh Mukherjea-led Marcellus Investment Managers said that it had added apparel retailer Trent to its Consistent Compounders Portfolio during August and Rainbow Children’s Medicare to the Aug 16, 2021 · This video describes the portfolio allocation of Marcellus's Consistent Compounders. We have Oct 11, 2024 · Star fund manager Saurabh Mukherjea, who runs Marcellus PMS, has exited five mid and small-cap stocks while introducing two new investments: Go Digit General Insurance and Jash Engineering. Jan 24, 2024 · Learn about Saurabh Mukherjea portfolio. Name CMP Mar 31, 2023 · Founder of Marcellus Investment Managers, Saurabh Mukherjea, advises investors to identify businesses with unique skill sets and distinctive capabilities, and ones where the promoter is an honest person. Saurabh has written three bestselling books: Gurus of Chaos (2014), The Unusual Billionaires (2016) and "Coffee Can Investing: The low risk route to stupendous returns" (2018). But the rest of the Indian auto names have very little pricing power and constantly have to snip away at prices, constantly Sep 14, 2016 · Saurabh Mukherjea is CEO - Institutional Equities at Ambit Capital and the author of The Unusual Billionaires. The implementation of the concept in today’s world is simply “buy and forget” – in other terms having a long horizon for the investment. It is a near debt-free company. Coforge has new leadership, while Escorts Kubota aims to expand its tractor market share. Apr 7, 2024 · In this context that Saurabh Mukherjea, 48, founder and chief investment officer of Marcellus Investment Managers Pvt. Dec 21, 2023 · Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “if you take a 10-20 year view, as we try to do in our Consistent Compounders portfolio, you stay with high quality, cautious, prudent lenders who still generate earnings growth of 20%-21% pretty consistently. e top quintile) in the large cap/multi-cap category • If we only include schemes greater than $100m in AUM, CCP ranks 5 out of 22 (i. Mar 16, 2022 · “The whole space around supplying basic industrial chemicals to the pharma companies, to the processed chemicals industry and similarly supplying inputs for the FMCG industry. Nov 11, 2020 · Saurabh Mukherjea. Feb 23, 2018 · Saurabh Mukherjea is the CEO of Ambit Capital, an Indian investment bank. Mukherjea’s smallcap-focused Little Champs portfolio and midcap-oriented Rising Giants portfolio have delivered net returns of 17. 5 %âãÏÓ 1 0 obj >/Metadata 1508 0 R/Pages 2 0 R/StructTreeRoot 92 0 R/Type/Catalog>> endobj 1508 0 obj >stream STUDIO2 Click to add title 2017-07-12T12:52:29+05 Mar 18, 2023 · The current portfolio has higher weightage to materials, consumer staples and IT, says the fund manager Saurabh Mukherjea has launched a quant-based fund that will blend both quality and value Dec 20, 2024 · Indian equity markets are currently seeing a cyclical downturn, according to Marcellus Investment Managers' Founder and Chief Executive Officer Saurabh Mukherjea. Prior Learn about Kings of Capital Portfolio managed by Saurabh Mukherjea & Marcellus. 2 billion), also listed companies that have recently been added to the portfolio. Mr. I call these pharma ancillaries and FMCG ancillaries. by K. Disclaimer: This article is meant for information us the Coffee Can Portfolio 2000. A London School of Economics alumnus, Mukherjea is also a CFA charter holder. He has two kids, Jeet Mukherjea and Malini Mukherjea. I now track the price performance of the Coffee Can Portfolio 2000 for the ten-year period, 30 June 2000 to 30 June 2010. its pricing power); and b) sustainability of growth in free cash flows, which is Saurabh Mukherjea, CFA, FRSA Pramod Gubbi, CFA Saurabh Mukherjea is the Founder and CIO of Marcellus. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). This is Based the book written by Saurabh Mukherjea, Rakshit Ranjan, Pranab Uniyal – “Coffee Can Investing: The Low-Risk Road to Stupendous Wealth”. In a note to investors, Marcellus Investment Managers said it is exiting HDFC Asset Management Company from its ‘Kings of Capital’ portfolio. Mukherjea is more concerned on the 'pockets of froth Nov 11, 2024 · PMS fund manager Saurabh Mukherjea's smallcap-heavy Little Champs portfolio and midcap-focused Rising Giants portfolio have delivered net returns of 17. this is reason Feb 13, 2023 · Let’s take a closer look at Saurabh Mukherjea's portfolio and highlight his top 5 stocks. Mukherjea tells you why focusing on the core business is central to corporate success and how a promoter giving up control to the top management could be a boon. In the year leading up to the sale, Relaxo’s shares had corrected by 33%, against the benchmark’s (S&P BSE 200) 1%. He also believes TCS and Infosys offer great investments as cloud migration is still in the early Apr 18, 2022 · Saurabh Mukherjea, founder and chief investment officer (CIO) at Marcellus Investment Managers, allocates a whopping 90% of his personal investment portfolio towards equity. Mukherjea suggests Indian investors should look to clean, well-run companies for consistent compound returns. Saurabh Mukherjea Portfolio: Known as a superstar investor, Saurabh Mukherjea is the founder and Chief Investment Officer of Marcellus Investment Managers. View Saurabh Mukherjea, FRSA’s profile on LinkedIn, a professional community of 1 billion members. Mar 29, 2022 · Saurabh Mukherjea Stocks Portfolio Saurabh Mukherjea Saurabh Mukherjea stocks Saurabh Mukherjea news saurabh mukherjea portfolio Saurabh Mukherjea portfolio 2022 (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2024 and expert advice , on ETMarkets . Saurabh follows the Coffee Can approach to high-quality, low-risk investing. 107 results found: Showing page 1 of 5 Industry Export 1 day ago · In the wake of growing financialisation of savings, widespread trend of financial crimes may dent the credibility of equity market among investors, believes Saurabh Mukherjea, Founder and Chief Aug 21, 2024 · Saurabh Mukherjea's Marcellus PMS has added CMS Info Systems, Coforge, and Escorts Kubota to its Rising Giants fund and exited Tata Elxsi. " Jan 29, 2024 · Home Market News Why Saurabh Mukherjea is bullish on these stocks Why Saurabh Mukherjea is bullish on these stocks The founder of Marcellus Investment, which manages funds worth over ₹10,000 crore ($1. marcellus. Jan 18, 2024 · Saurabh Mukherjea expects a resurgence in private sector capex, growth in IT services and engineering R&D companies, and a pick-up in private consumption driven by the job market and interest rate cycle. Aug 19, 2024 · Saurabh Mukherjea says his portfolio management firm considers three key factors to identify sectors and companies to invest. Mukherjea told investors in a Set live portfolio/watchlist alerts and view recent alerts. In London, Saurabh was the co-founder of Oct 6, 2019 · Saurabh Mukherjea’s portfolio heavily outperforms Nifty & thrills investors . I find that at the end of ten years, the Sep 29, 2022 · Well-known money manager Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Mar 20, 2024 · Dalal Street's top stock picker Saurabh Mukherjea, who handles HNI money worth around Rs 8,500 crore in his PMS firm Marcellus, has picked three new stocks in his portfolio recently - City Union Bank, Tube Investments, and Narayana Hrudayalaya. Sep 23, 2023 · Saurabh Mukherjea, founder & CIO of Marcellus Investment Managers, shares his investment philosophies, approach & experience. A well-researched, and concentrated portfolio of these companies is “a low risk route to stupendous wealth creation” marcellus investment managers follows this approach and offers a low cost, a low risk portfolio of clean, well run companies that deal in essential products and enjoy monopoly in their product category. Nov 22, 2017 · In an interview with ET Now, Saurabh Mukherjea, Ambit Capital, says the portfolio is a variation on the Buffet philosophy of investing in good stocks and sitting on them forever. Saurabh Mukherjea Portfolio – Marcellus PMS. In 2020, you were loved by everyone. 7 new smallcap and midcap additions to Saurabh Mukherjea portfolio in October: 📌Grauer & Weil (India), 📌LT Foods, 📌Ultramarine & Pigments, 📌MAS Financial Services, 📌Carysil, 📌Narayana Hrudayalaya Saurabh Mukherjea Portfolio: Known as a superstar investor, Saurabh Mukherjea is the founder and Chief Investment Officer of Marcellus Investment Managers. Both can give you 11-12% returns with low volatility," he said. He has authored se Dec 16, 2024 · Fund manager Saurabh Mukherjea added Ahluwalia Contracts and Clean Science & Technology to his portfolios, citing growth opportunities. In London, Saurabh was the co-founder of Clear Capital and in 2007 he was rated by the Extel Survey as one of the top small cap analysts in the UK Since, for Little Champs Portfolio, performances fees are charged on cumulative gains at the third anniversary, of the respective client account, the effect of the same has been incorporated for client accounts whose third account anniversary falls upto the last date of this performance period. These stocks are sector leaders with high growth potential, clean accounts and corporate governance. Dec 1, 2022 · Saurabh Mukherjea reaffirms faith in his investment strategy amid rough patch The Rising Giant’s portfolio from Marcellus PMS, has underperformed steeply since inception, when compared to its Coffee can portfolio (Saurabh Mukherjea) by Nagesh Yadav As per Mr Saurabh Mukherjea's twin criteria for coffee can portfolio, i. , It is our quant based product comprising of good quality, undervalued companies. His firm's strategy is to first identify companies with clean Jan 5, 2022 · saurabh mukherjea portfolio saurabh mukherjea marcellus investment managers covid impact stock market et now (What's moving Sensex and Nifty Track latest market news , stock tips , Budget 2024 and expert advice , on ETMarkets . com +91 85275 12552 Login / Register; Book a Call US Office Marcellus Investment Managers 06-114, 142W 57th Street New York NY 10019. Apr 15, 2024 · Saurabh Mukherjea is the Chief Investment Officer and one of the founders of Marcellus Investment Managers, a portfolio management outfit. This column appeared in the December 2015 Issue of Wealth Insight . As you can see in the Google Trends chart above, the popularity of the term coincides with the launch of the book in early 2018. Nov 11, 2024 · Mukherjeas smallcap-focused Little Champs portfolio and midcap-oriented Rising Giants portfolio have delivered net returns of 17. However, Saurabh Mukherjea, the authority on the doctrine of ‘Coffee Can Investing‘, is not amongst them. (The ‘coffee can’ investment strategy involves buying and holding a portfolio of high-quality shares for a long term. His firm, Ambit Capital, is one the largest wealth managers in India which invests with this approach and delivers stupendous returns. Eureka Forbes Jun 20, 2022 · Getty Images Although bullish on HDFC Bank, PMS fund manager Saurabh Mukherjea has exited HDFC AMC stock which is down by 40 per cent in the last one year. Saurabh Mukherjea's Marcellus Portfolio . 6 days ago · by Saurabh Mukherjea, Rakshit Ranjan, Salil Desai There are three reasons why reading Marcellus’ latest book will help those who are interested in the stock market: (1) Our guru, Sir John Kay’s Foreword will help you appreciate the basics of sensible investing in five minutes flat. satwpih uzhqv xeoc gkhksco qahnpm bauk mhzaj vigc jgnw bcujluy