Marcellus PMS


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.

Investment Philosophy

Marcellus PMS identifies firms with high pricing power that helps sustain a wide gap between returns on capital employed and cost of equity. The portfolio aims to hold such firms for 8-10 years on average where healthy returns are generated with volatility like that of a government bond. Portfolio Construction involves a two-stage process:

1)     Filter based approach to create an investible universe of 30-35 stocks
2)     In-depth bottom-up research of such companies in the universe to assess sustainable competitive moats to build a portfolio of 10-20 stocks that deliver healthy compounded earnings growth over long periods of time.

Corporate Governance:-The foremost step to building an investment portfolio is to identify and staying away from companies which are not clean in terms of accounting. This is the universe of companies that is studied for investing.

Consistent Compounders:-Being clean in accounting doesn’t mean that company has a potential to compound investors’ wealth. So, how do you find such companies that are not only clean, but also compound wealth? Amongst world’s large economies, India is the only economy where one can find in sector after sector, either one or at most two companies
accounting for maximum profit share of that sector”


Location: Gurugram, Haryana, India

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