investment strategy: Marcellus orienting portfolios towards bottom-up stock picking: Rakshit Ranjan
Rakshit Ranjan of Marcellus Investment Managers says markets have run ahead of fundamentals and hence, if one wants to pick up stocks where upside from positive surprises can come, it requires a lot of bottom-up picking rather than any top-down or broader sectoral calls.
What are the expectations with respect to earnings because a large part of the Street…
Further, Marcellus used to have a far greater exposure to specialty chemicals space in some of their funds until about a year, year-and-a-half ago. It is relatively low now. There are some companies in their small and midcap portfolios where supply side issues are much less worrisome now as compared to about six months ago. These are more B2B and export-oriented chemical companies.
What are the expectations with respect to earnings because a large part of the Street…
