Marcellus Investment Managers favours healthcare and select discretionary consumption, benefiting from sector shifts and market consolidati...

Rakshit Ranjan of Marcellus Investment Managers is strategically allocating capital to companies with resilient business models, such as a ...

Rakshit Ranjan from Marcellus Investment Managers has adjusted the portfolio to increase exposure to rural areas, healthcare, and industrie...

It is a headwind from the macro. Secondly, competitive intensity, in the case of paints, is very high, which is also getting reflected in t...

Tata Consumer is a very different business compared to where it was even till last year and very-very different from where it was four or f...

Rakshit Ranjan of Marcellus Investment Managers highlights the need for bottom-up stock picking due to markets running ahead of fundamental...

Rakshit Ranjan explains why Marcellus has added a ball bearing company and added more to a pipe company in the Risiging Giant portfolio. He...

“There have been several changes in allocation. On average, we have been doing about, say, 8% to 10% portfolio churn only related to alloca...

“There is a good 30% to 40% drop in the PE multiple when you normalise for the cash element or go pre-Ind AS and normalise it for that aber...

“I would not say the market is overvalued as a pack. There are segments that you should not have exposure to, in my view, and there are cer...

Eicher was doing exceptionally well but what is happening with particularly Hero, the Harley-Davidson angle and overall competitive intensi...

“Our conviction on Divi’s is more from a stock-specific perspective rather than from a category oriented perspective. Divi’s is a firm wher...

Once you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.

‘They won’t be affected by labour migration as most workforce is on their own payrolls’

None of our portfolio companies will see a cancelation of demand, says Founder & Portfolio Manager at Marcellus Investment.

I don't think the market has bottomed out, says Rakshit Ranjan, Marcellus Investment.

In a recent report, Ambit Cap has advised investors to sell frontline FMCG stocks like HUL, Nestle, Colgate and Marico.