The fund manager looks to buy stocks in longer term trends.
Marathon Trends PMS
Key Attributes
Inception Date: 01 December 2017
Number of Stocks: around 20
Fund Manager Name: Atul Suri
Fund Manager Experience: 20 years +
Fund Manager Qualification: Masters in Banking & Finance from UTS Sydney , was part of India’s earliest research backed equity fund manager -Parag Parikh Fin Advisory. Set up private client group at Birla Sun Life Sec.
Investment Objective
Portfolio Strategy
Looks for long term trending stocks , trends in price with overlay of long term trends in earnings.
Fund Methodology
- Identify liquid universe of stocks
- Find stocks in multiyear trend
- Build a portfolio of stocks showing promise of good momentum
- Exit when prices break longer term trend.
