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Presenting #MarcellusWebinar with Cholamandalam Investment and Finance Company Ltd. Mr. Ravindra Kundu (ED) & Mr. Arul Selvan (President & CFO) on ‘the opportunities for NBFCs in the post Covid world’. Mon, 27 Dec '21, 6PM IST us06web.zoom.us/webinar/regist…

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#DiamondsInTheDust

Ultramarine’s pigment business enjoys significant manufacturing complexities around yield, purity and consistency particularly for industrial grade pigments. Helmed by technocrats, the company is focused on enhancing the product mix in both pigments... bit.ly/34itapg

Join us on 24th June 2022 - 6 PM IST, for a discussion on housing finance industry and the opportunities that lie ahead with Manoj Viswanathan and Nutan Gaba Patwari. Registration Link - us06web.zoom.us/webinar/regist…

The latest Kings of Capital newsletter on why Indian lenders are not similar to Silicon Valley Bank. #Marcellus #KCPNewsletter marcellus.in/newsletter/kin…

Watch the recording of our KCP webinar where we gave an update on the latest fundamentals of our portfolio companies, how these fundamentals stack up vs their history & vs the rest of the industry and what we except from them in future. #MarcellusWebinar marcellus.in/video/marcellu…

Watch the latest Marcellus Investment Managers Kings of Capital webinar on learning from history and update on portfolio fundamentals. bit.ly/3RmSbG4

Join us at Ahmedabad to hear from Tej Shah as he delivers a 'Practitioner's Insight on Forensic Accounting'. He is a Portfolio Manager at Marcellus Investment Managers. Date - 28 Oct, 2023 TIME-10am–2.30pm Venue - Radisson Blu, Ahmedabad #RegisterNow-tinyurl.com/mr2m5wp8

The Prudent Path - The journey to 1 lac crore AUM! Prudent Corporate Advisory Services Ltd. is India's third-largest mutual fund distributor and has grown revenues and EPS by 29% and 46% respectively over FY19-24. During this period, Prudent has significantly outpaced mutual fund industry growth and has

As investors have started to realise that capital protection is the key to investing, the Kings of Capital portfolio has started to see meaningful outperformance! Join us for Marcellus Investment Managers KCP webinar on 11th March at 5PM: lnkd.in/dVMyx9PK

The broader market indices have declined by about 20% from their peak and many lenders are grappling with asset quality issues as well as a sudden growth slowdown. Despite these challenges, our Kings of Capital Portfolio has been outperforming the Bank Nifty & Nifty in FY25TD

When everything is rallying, concentrated & selective portfolios offer only a thin edge over broader, less selective ones. But when things revert, the difference is far starker. Note most companies struggle over time (Bessembinder). (Sources: Pulak’s book, Bernstein)

Saurabh Mukherjea's KCP has outperformed on a YoY basis with a return of 14.13% vs 7.54% for Nifty & 10.28% for Bank Nifty. However, it has underperformed on a 3-year basis & since inception. The EPS growth is significantly higher than Nifty EPS growth. Valuations are reasonable

Clarification from Marcellus Investment Managers, client monies have had zero impact and business continues as usual!

A 13% annual return sounds ordinary. But what happens over 95 years? The answer is 130,000x growth—a number so large, it's hard to even imagine. This is a real-world look at the history of S&P Global (from its merger with McGraw Hill to its 2013 demerger) and how it became one

Watch our webinar with the GoDigit founder Kamesh Goyal on 16th December at 5PM!