Marathon Trends PMS


Key Portfolio 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

The fund manager looks to buy stocks in longer term trends.

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.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Dec 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions

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