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Alpha Moguls | From ITC To IndiGo, The Stocks That Don’t Cut It For Saurabh Mukherjea
Barely 15 companies passed Mukherjea’s three-filter test in a ten-year period.
Few companies make it to Saurabh Mukherjea’s ownership list unless they meet three key criteria.Clean accounts, the essentiality of the product/service offered and dominance in the market—let Mukherjea, founder and chief investment officer at Marcellus Investment Managers, run concentrated portfolios. “That actually allows us to underpin a common investment culture across the whole portfolio, across all our analysts and fund managers...
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