Rakshit Ranjan, CFA
Rakshit is one of the Founders of Marcellus
He spent 6 years covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst).
Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). He launched Ambit’s Coffee Can PMS in Mar’17 and managed it till Dec’18.
Qualifications :Rakshit has a B.Tech from IIT (Delhi) and is a CFA charter holder.
Articles by team Marcellus
Portfolio performance and update on fundamentals - June 2025
Global Compounders Portfolio (GCP): June was a constructive month for the portfolio and the broader index. However, the portfolio underperformed the index by approximately 190 bps, as markets were led higher by a sharp rebound in a handful of large-cap semiconductor names—despite elevated valuations. In contrast, our more defensive holdings, including Waste Connections, Berkshire Hathaway, […]
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Global Compounders: Greatness and Value Capture
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-35 deeply moated global companies aligned with megatrends which aid the delivery of mid-to-high teens compounding of free cash flow/earnings. To identify such compounders, one of the markers that we look for is the amount of value companies are able to capture from broader opportunities. This is […]
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Nineth Commandment: Build trust with relationships & experiences outside your comfort zone
Summary: Build relationships with a broad range of people especially people who are outside your community and/your comfort zone. [To find out what the Ten Commandments of Indian Entrepreneurship are, please click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “You can make more friends in two months by becoming interested in other people than you can in two years by trying […]
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