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More. All Rights Reserved, AK Estate, Off Veer Savarkar Flyover, SV Rd, Goregaon West, Mumbai, Maharashtra 400062, Sukhabash Coop, Plot No. You must be logged in to post a review. Kings of Capital is a Multi-cap financials focused Investment Strategy from Marcellus Investment Managers. View Aaron’s full profile. Added-value of this summary:– Save time– Understand key concepts– Expand your knowledge. Marcellus Capital Group holds principles of trust, integrity, ethics and performance in the highest regard. CEO MARCELLUS CAPITAL LIMITED. The case for investing in high quality financial stocks during a crisis According to Livy, Lucius Tarquinius Superbus, the seventh and final king of Rome, judged capital criminal cases without the advice of counsellors, thereby creating fear amongst those who might think to oppose him. The PMS will not have any entry or exit load and lock-in period.

High barriers to entry so that companies are able to sustainably generate return on capital higher than cost of capital. The PMS player strongly believes that financial services space has turned attractive due to covid-19 pandemic. 2nd Floor, ARC Business Tower, Plot 17-18, Udyog Vihar Phase 4, Gurugram - 122015, © 2020 PMS AIF World. In their book, the authors reveal the secrets behind his success: his interest in the business itself, and the business processes. 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. Marcellus Capital does not manage investments nor provide investment advice.

Product details. To learn more, read “King of Capital” and discover the story behind the CEO of Citigroup, Sandy Weill. 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. You should always seek appropriate advice from a recognised financial advisor when making investment decisions. Tej is a Portfolio Manager at Marcellus. 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. Be fearful when others are greedy.

Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem.

Deepak Parekh’s knack of picking the right people for the right job has proven to be of immense value for HDFC group shareholders. For example, if you had invested in the Bank Nifty when it bottomed out during the Lehman crisis (on 9th March, 2009), your five year compounded return would have been 28%. To learn more, read “King of Capital” and discover the story behind the CEO of Citigroup, Sandy Weill. Mr K J. Mr K J Skype -mr.kj … PRODUCTS. PMS AIF World is a New Age Investment Services Company, providing analytics-backed quality investing service with an endeavor and promise for wealth creation and prosperity. The information provided on this website does not, and is not intended to, constitute investment advice; instead, all information, content, and materials available on this site are for general informational purposes only. Publisher: BusinessNews Publishing. 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. Marcellus offers Kings of Capital PMS with ZERO entry load/exit load and with no lock-in. Keeping this in mind, we have created a portfolio of high-quality lenders, general insurers, life insurers, asset managers and brokers. Their loan book growth accelerates whilst being funded by their high-quality liabilities franchise; Their net interest margins expand as these lenders are able to pick and choose borrowers. 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.

Aaron M. King. Tej is a Chartered Accountant and has cleared all levels of the CFA exams. Reviews. Get daily tips, ideas and articles to grow your business. Join to Connect. Even if you had invested three months PRIOR to the bottom, your five year return would still have been a very respectable 21%. This summary provides an insight into the professional accomplishments of this individual, business strategy and how to prioritise and achieve goals. However, history shows that investing in high quality financial stocks during a crisis proves to be highly rewarding. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. … Our financial sector focused PMS We are pleased to announce the successful closure of our Little Champs PMS which reached the targeted Rs 3bn in assets. Sep 2020 Published on 16 Sep, 2020. Marcellus purpose is to influence efficient capital allocation in the Indian economy, doing this by channeling household savings towards high quality companies with long track records of efficient capital allocation, who in turn deliver superior returns to savers. © 2015 Marcellus Capital. CONTACT. T | +44 (0) 7447 919 343. HOME. 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. Please refer to the FCA website for a list of FCA regulated entities -. 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.

At Marcellus, our purpose is to influence efficient capital allocation in the Indian economy. While we focused on the capital allocation skills of Uday Kotak (click here to... Read more. achieving goals, business success, CEO, entrepreneurship, leadership & management, motivation & inspiration, operations, prioritising, prioritizing, processes, strategic planning. 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. The minimum investment amount will be Rs.50 lakh and investors will have an option to choose between fixed fees of hybrid fees. India’s Kings of Capital – Part I: Uday Kotak “Sometimes we are asked what it is we do all day – given we are not trading in and out of our holdings. ABOUT. High barriers to entry so that companies are able to sustainably generate return on capital higher than cost of capital. In our Kings of Capital PMS newsletter for September 2020, we profile our third 'King of Capital', Aditya Puri of HDFC Bank. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buyback… Read More ➞, Consistent Compounder PMS Be greedy when others are fearful. Fund Manager - Tej Shah Format: PDF. A long-term view of Indian credit cycles also suggests something similar – a few years of high loan book growth, low NPAs and economic boom are typically followed by low credit growth, high NPAs and recessionary fears. SERVICES. RBI Governor Shaktikanta Das feels that India's stock market is 'disconnected' with the real economy. File size: 1.3 MB. The must-read summary of Amey Stone and Mike Brewster’s book: “King of Capital: Sandy Weill and the Making of Citigroup”.

The reason that this happens is that investors enjoy the following tailwinds by investing in high quality Financial Services stocks during a crisis: In the table below we have shown all three effects playing out for HDFC Ltd. at the turn of the century and for HDFC Bank after the Lehman crisis, Please click  here for further details on the Kings of Capital strategy and please click  here. Marcellus offers Kings of Capital PMS with ZERO entry load/exit load and with no lock-in. The enclosed material is neither investment research, nor investment advice.

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