Saurabh Mukherjea, FRSA
Saurabh Mukherjea is the Founder and Chief Investment Officer of
Marcellus Investment Managers.
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). In London, Saurabh was the co-founder of Clear Capital. Prior to setting up Marcellus, Saurabh was the CEO of Ambit Capital. Saurabh is a Founding Director of the Association of Portfolio Managers in India, a trade body. He continues to be part of multiple SEBI working groups whose role is to review and reform the rules governing portfolio management in India.
Articles by team Marcellus
‘Capitalism Without Capital’ Fuels CCP
Capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, is now increasingly prominent in India. Marcellus’ Consistent Compounder Portfolio (CCP) is actively participating in this theme. Over the past 5 years, profits of companies in our current CCP portfolio have grown at a significantly faster pace […]
READ MORE
Portfolio performance and update on fundamentals
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till September 30th, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]
READ MORE
The Big Are Getting Bigger and the Southern Ascendancy
Over the last 10 years, whilst India Inc’s PAT has grown at 17% p.a. on an average, the median Indian company’s PAT has grown at 15%. Delving into this gap between the average vs the median gave us two findings: (a) larger companies have grown profits faster than smaller companies; and (b) southern Indian companies’ […]
READ MORE
Also featured in
CCP Webinar: ‘Enterprising Compounders’ = Capitalism Without Capital
Behold the Leviathan - The Unsual Rise of Modern India
MeritorQ Webinar : Through the lens of CAPE!