Mar 10, 2021 09:05 AM IST
If the cost of capital remains low in India and if the country can continue improving its road, freight and ports infra, we will continue to see the rise of small-cap Indian companies with global monopolies, says Mukherjea
Feb 03, 2021 08:55 AM IST
Little Champs portfolio is to identify and invest in 15-20 niche-dominant small cap companies with clean accounts & corporate governance, track record of prudent capital allocation, and at the same time decent growth potential.
Dec 17, 2020 07:22 AM IST
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.
Nov 26, 2020 07:54 AM IST
The recent spate of reforms from the govt on the farm sector, as well as labour reforms also seem to have given confidence to the foreign investors on India’s long-term growth potential.
Nov 10, 2020 01:09 PM IST
Tej Shah, Portfolio Manager at Marcellus Investment Managers overlooks Kings of Capital PMS expects 3x rise in financial assets from $500Bn to $1.5 trillion over the next decade.
Sep 09, 2020 12:07 PM IST
Marcellus Investment Managers have added GMM Pfaudler to their small-cap PMS Scheme ‘Little Champs’ recently which has risen more than 200 percent so far in the year 2020.
Aug 17, 2020 11:58 AM IST
Mark Mobius and Prof Sanjay Bakshi are not just successful investors, they are also voracious readers. Not only do they read plenty of finance literature but also material pertaining to the arts and spirituality.
Apr 17, 2020 05:02 PM IST
Marcellus Investment Managers PMS scheme Consistent Compounder outperformed not just Nifty50 but was the top-performing scheme when compared with other PMS schemes in FY20.