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Concentrated Portfolio of Top 1% of Companies
Key Attributes
• Inception Date: 1 Dec 2018
• Number of Stocks: 12
• Fund Manager Name: MrRakshitRanjan
• Fund Manager Experience: Total Exp – 13 Years Founding Member – Marcellus
in Dec 2018
• Fund Manager Qualification: B.Tech from IIT (Delhi) and is a CFA charter holder
• Fund Manager Accolades: Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016. He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18.
Investment Objective
Consistent Compounders objective is to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods of time.
https://pms-aif.com/investments/marcellus-consistent-compounders/
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