Portfolio management services (PMS) company Marcellus Investment Managers has announced the launch of its third product – a financial services focused strategy called The Kings of Capital. We are very selective in our approach, and analyze products across 5 Ps – People, Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk, and Consistency(QRC) attributes before suggesting the same to investors. Schedules to Marcellus DPMS Agreement – Kings of Capital Investment Approach V1.0 DPMS KCP Schedule – Page 7 Illustrations for fee computation under different fee structures for Kings of Capital Investment Approach Illustration A: Fixed fees of 2.5% of Net Asset Value The assumptions for the illustration are as follows: - Size of sample portfolio: Rs. Marcellus Investment Managers a portfolio management company has launched its new open-ended PMS, ‘Kings of Capital Portfolio (KCP)’ that focuses on financial services stocks. for the recording of the webinar launching this strategy. Any content related to investments on this website is for information purposes only and does not constitute investment advice or an offer or solicitation to invest, to any persons residing in or as a citizen of any jurisdiction in which it is prohibited to make such an offer. Close the doors. You should always seek appropriate advice from a recognised financial advisor when making investment decisions. Marcellus Capital Group holds principles of trust, integrity, ethics and performance in the highest regard. E | firstname.lastname@example.org. Good quality banks and NBFCs manoeuvre through these economic and financial cycles with razor-sharp focus on capital allocation, execution and underwriting. Use of, and access to, this website or any of the links or resources contained within the site do not create an portfolio manager -client relationship between the reader, user, or browser and website authors, contributors and their respective employers. While we focused on the capital allocation skills of Uday Kotak (click here to... Read more. T | +44 (0) 7447 919 343. Wish to stay on top of your game?
Report this profile; Experience. These premier banks and NBFCs they do not get swayed by the common emotions of greed and fear and this is the primary reason for their market leading position, Despite the fact that the past two years have seen the ILFS crisis, Yes Bank collapse and the Covid-19 crisis, the Kings of Capital portfolio would have delivered a 12% IRR return since April 2018 vs. a 5% return for the Nifty and a negative 2% return for the Bank Nifty. Marcellus Capital and the activities it undertakes do not fall under FCA regulation. AL/1/C/15 Street No. We offer two fee structures: * High water mark applies for performance fees © 2015 Marcellus Capital. This summary provides an insight into the professional accomplishments of this individual, business strategy and how to prioritise and achieve goals.Added-value of this summary:- Save time- Understand key concepts- Expand your knowledgeTo learn more, read "King of Capital" and discover the story behind the CEO of Citigroup, Sandy Weill. Kings of Capital is a Multi-cap financials focused Investment Strategy from Marcellus Investment Managers. CEO MARCELLUS CAPITAL LIMITED. “The Victory Project” on Marcellus’ Second Birthday, How CAPM has hurt a Generation of Indian…, A Century of Rapid Recoveries in Consumption, Five Non-Finance Books That Investors Will Enjoy, How Investors Are Trapped By The Prisoner’s Dilemma, The Antifragility Test Applied to Consistent Compounders. In their book, the authors reveal the secrets behind his success: his interest in... Review and Analysis of Stone and Brewster's Book, https://www.mustreadsummaries.com/summary/king-of-capital/. Marcellus Capital does not manage investments nor provide investment advice. Be fearful when others are greedy. achieving goals, business success, CEO, entrepreneurship, leadership & management, motivation & inspiration, operations, prioritising, prioritizing, processes, strategic planning. Exhibit 6 below explains the process we have followed for selecting stocks in the Kings of Capital portfolio. Marcellus Capital Group holds principles of trust, integrity, ethics and performance in the highest regard. Wealth Creation through niche financial services. Little Champs PMS.
Acceleration of growth of high-quality lenders due to market share gains post the crisis (as the weaker lenders fade away); Normalisation of NPAs and system level credit growth once the crisis ends; and. The PMS will not have any entry or exit load and lock-in period. To learn more, read “King of Capital” and discover the story behind the CEO of Citigroup, Sandy Weill. File size: 1.3 MB. Sep 2020 Published on 16 Sep, 2020. You must be logged in to post a review. Added-value of this summary:– Save time– Understand key concepts– Expand your knowledge. Through long-term professional affiliations and trusted partnerships, our global activities touch upon private platforms, financial instruments, project funding and physical commodities. CONTACT. Tej Shah, Fund Manager, Marcellus Investment Managers said, “In the wake of the disruption caused by covid-19, we are seeing significant consolidation across all segments of the financial services sector whether it be banks, NBFCs, insurance companies, AMCs, stockbroking or wealth management. The key objective of our “Kings of Capital” strategy is to own a portfolio of 10 to 14 high quality Financial companies (banks, NBFCs, life insurers, general insurers, asset managers, brokers) that have good corporate governance, prudent capital allocation and high barriers to entry. In our Kings of Capital PMS newsletter for September 2020, we profile our third 'King of Capital', Aditya Puri of HDFC Bank. RBI Governor Shaktikanta Das feels that India's stock market is 'disconnected' with the real economy. You should always seek appropriate advice from a recognised financial advisor when making investment decisions. The enclosed material is neither investment research, nor investment advice. See who you know in common; Get introduced; Contact Aaron directly; Join to view full profile People also viewed. Invest with us in the best quality products and make informed investment decisions.
Normalisation of P/E multiples as economic growth, credit growth and NPAs normalise.
View Aaron’s full profile. PRODUCTS. The Kings of Capital Portfolio will invest in 10-14 stocks across banks, NBFCs, insurance companies, AMCs and wealth management companies. Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. The three tenets for selecting stocks in Kings of Capital remain the same as in our previous two strategies – Consistent Compounders and Little Champs: Given the inherently leveraged business models of financial services companies, the importance of each of these traits is further amplified and therefore we believe we can put our skills around forensic accounting and understanding barriers to entry to good use to create a portfolio of high quality financial services stocks. We believe there is a massive opportunity for the banks and NBFCs in the Kings of Capital portfolio to consolidate market share as these are well run lenders with adequate capital to not only absorb NPAs but also grow post the crisis. Join to Connect. Marcellus Capital's Principal has over 30 years Financial Services experience with various institutions. We do this by channelling household savings towards high quality companies with long track records of efficient capital allocation, who in turn deliver superior returns to savers. The PMS player strongly believes that financial services space has turned attractive due to covid-19 pandemic.
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