After a sharp fall in Marcellus Investment Managers’ PMS assets, founder Saurabh Mukherjea has responded to critics with a candid admission of missteps and a call for more scrutiny. Acknowledging gaps that led to underperformance, Mukherjea said, “Please keep the criticism coming. My colleagues at Marcellus Investment Managers and I will be the wiser for … Read more
After a strong drop in the PMS (portfolio management services) assets of Marcellus Investment Managers, its founder Saurabh Mukherjea encouraged market participants to direct as much criticism as possible. The fund’s marquee consistent compounders portfolio has delivered a return CAGR of 17.4% over FY19-24, which is broadly in-line with the portfolio’ EPS CAGR of 17.8% … Read more
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. While adding the smallcap City Union Bank to his financials-focused Kings of Capital Portfolio (KCP) fund, … Read more
For a smallcap investor, it’s a dream to see his hidden gem gradually turn into a much sought-after largecap stock and deliver multibagger returns in between. Citing market data, celebrated fund manager Saurabh Mukherjea says most smallcaps that show early promise falter as they grow and eventually fade into oblivion. Data collated by PMS firm … Read more