Marcellus Rising Giants Portfolio Launch Webinar | A Strategy for Indian Small - Midcap
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- Опубліковано 13 гру 2021
- For any queries/feedback, please write to us at invest@marcellus.in
Join us for the Marcellus Rising Giants Portfolio Launch Webinar, featuring esteemed guest speakers Mr. Saurabh Mukherjea, CEO & Founder of Marcellus, and Mr. Ashvin Shetty.
Saurabh explains where rising giants fit into the PMS system, he also dives into the concept of quality mid-caps and walks you through our rigorous investment process, including the four key ratios we use to identify the best companies for investment. Discover our investment strategy for Indian Small-Midcaps, and quality mid-caps, and also break down the case studies on GMM PFAUDLER and L&T Technology Services.
Time Stamp -
0:01 - Introduction
0:50 - Over Rising Giant Portfolio Overview & Why we our launching Rising Giant Portfolio
16:35 - Investment Philosophy, Portfolio Construction & Fund Manager (Mr. Ashvin Shetty)
28:55 - Rising Giant Portfolio - Illustration Portfolio
32:28 - Rising Giant Portfolio - Stock Wise Attribution Analysis
33:07 - Case Study - GMM PFAUDLER
37:35 - Case Study - L&T Technology Services
45:40 - Rising Giant Portfolio - Fund Structure
47:50 - Q&A
Don't miss this opportunity to learn from our experts and unlock the potential of Indian stocks.
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**Disclaimer - The stocks described in the interaction forms the part of Marcellus' portfolio, clients’ portfolios and portfolios of Marcellus employees taking part in the above interaction and their immediate relatives.
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