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MARCELLUS PORTFOLIO
ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash KulkarniIndia's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET...- ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Marcellus launches global equities fund in GIFT City, targets AI, defence and luxury themesMarcellus Investment Managers has launched a global equities fund through GIFT City, offering Indian investors access to overseas stocks. T...
- ET Alpha Wealth Summit: Future-proofing portfolios for the next decadeIndia's leading investment minds will converge at the ET Alpha Wealth Summit in Mumbai on June 4 to address market uncertainty and identify...
- ET Alpha Wealth Summit: Masterclass on new era of wealth creation, allocation and preservationThe ET Alpha Summit in Mumbai will convene leading investors to navigate a changing market landscape. Experts will offer high-conviction in...
- ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creationThe ET Alpha Wealth Summit 2026, hosted by The Economic Times on 4th June in Mumbai, is an exclusive, closed-door event where India’s top i...
- India’s real estate will meet the reality of agentic AIIndia’s IT slowdown, driven by AI-driven automation and shrinking outsourcing demand, is beginning to hit real estate, mortgages, and emplo...
- Saurabh Mukherjea has moved half his personal portfolio out of India; here's whySaurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global ...
- India's 30-year economic model is over; time to pivot from IT to manufacturing: Saurabh MukherjeaSaurabh Mukherjea believes India's long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impact...
- Saurabh Mukherjea's Global Compounders Fund delivers 27% CAGR in 3 yearsMarcellus Investment Managers’ Global Compounders Portfolio, launched from its GIFT City hub three years ago, has crossed Rs 300 crore in A...
- Saurabh Mukherjea-led Marcellus Investment Managers filed FIR against ex-CFO. Here's whyMarcellus Investment Managers filed a police complaint against ex-CFO Pankaj Harish Gupta for diverting Rs 1.18 crore for personal use. The...
- My life littered with failures: Saurabh Mukherjea after failing to beat market in last 3 yearsMarcellus Investment Managers’ PMS AUM fell 64% to Rs 4,734 crore. Founder Saurabh Mukherjea welcomed criticism, citing past failures as le...
- Saurabh Mukherjea picks Berger Paints, 2 other stocks for mid and smallcap portfoliosAfter robust growth in FY24, corporate earnings momentum has slowed in the last two quarters, with BSE500’s weighted average PAT growth dro...
- Saurabh Mukherjea picks 2 new small & midcap stocks, exits Eureka Forbes with 30% profitFund manager Saurabh Mukherjea added Ahluwalia Contracts and Clean Science & Technology to his portfolios, citing growth opportunities. He ...
- Saurabh Mukherjea exits 5 mid and smallcap stocks, picks 2 new ideasStar fund manager Saurabh Mukherjea, who runs Marcellus PMS, has exited five mid and small-cap stocks while introducing two new investments...
- Saurabh Mukherjea picks 3 new small and midcap stocks, exits Tata ElxsiSaurabh Mukherjea's Marcellus PMS has added CMS Info Systems, Coforge, and Escorts Kubota to its Rising Giants fund and exited Tata Elxsi. ...
- Saurabh Mukherjea exits this underperforming HDFC Group stock“Owing to the reduction in our expected long-term earnings growth forecast for HDFC AMC, our position sizing framework has suggested an exi...
- The ‘cult’ of Marcellus propels it to the top of India’s PMS leagueMarcellus’ investment philosophy is an extension of Bob Kirby and Peter Thiel’s ideas.
- Can ‘obvious bets’ deliver big on D-Street? Ask this fund managerThe fund manager delivered 29.8% return from its December 2018 start through the end of 2019.
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