Aaron M. King. See who you know in common; Get introduced; Contact Aaron directly; Join to view full profile People also viewed. “I will tell you how to become rich. Normalisation of P/E multiples as economic growth, credit growth and NPAs normalise. Clean accounting and good corporate governance; Historical evidence of prudent capital allocation; and.
You should always seek appropriate advice from a recognised financial advisor when making investment decisions. In our Kings of Capital PMS newsletter for September 2020, we profile our third 'King of Capital', Aditya Puri of HDFC Bank. Marcellus Investment Managers is regulated by the Securities and Exchange Board of India as a provider of Portfolio Management Services and as an Investment Advisor.
Marcellus Capital and the activities it undertakes do not fall under FCA regulation. The PMS will focus on 10 to 14 high quality financial companies with clean books of accounts, a long historical track record of prudent capital allocation and high barriers to entry. 09488871. The PMS player strongly believes that financial services space has turned attractive due to covid-19 pandemic. … Good quality banks and NBFCs manoeuvre through these economic and financial cycles with razor-sharp focus on capital allocation, execution and underwriting. Added-value of this summary:– Save time– Understand key concepts– Expand your knowledge.
Furthermore, the Kings of Capital portfolio has delivered these superior returns with significantly better Sharpe Ratios due to our focus on clean accounting and sustainable earnings growth as demonstrated in the table below. There are no reviews yet. While we focused on the capital allocation skills of Uday Kotak (click here to... Read more. 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. File size: 1.3 MB. By leveraging resource, expertise and capital capabilities, we access an exceptional suite of private products and services. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he was involved in the end to end execution of IPOs, QIPs and buybacks.
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. Over the past decade, India’s Financial Services sector has been hammered by demonetisation, the ILFS crisis, Yes Bank’s collapse and now the Covid crisis putting extreme pressure on weak lenders.