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.
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings and shareholder wealth compounding. Over the last few years, we’ve seen the world get increasingly intoxicated with the AI narrative. While we certainly see long-term merit in this technology and what it […]
marcellus.in From Our CIO’s Desk What Goes into the Making of a Data Center? Two global headlines have dominated the financial landscape in recent times: Alphabet is executing a record-breaking $85 billion equity raise to fund its AI infrastructure and global compute footprint. SpaceX is setting the stage for the largest IPO ever recorded, […]
A ₹1 lakh investment in the Nifty in November 1995 would be worth roughly ₹36 lakh today, assuming dividends were reinvested. However, 2/3rds of that ₹36 lakh has come in the last 10 years (with the first two decades feeling slow, boring and punctuated by horrific years like 2008). That’s why long-term compounding is easy […]