MARCELLUS Kings of Capital

Wealth Creation through niche financial services

Key Attributes

Inception Date: July 2020

Category: Thematic (Financials sector)

Fund Manager Name: Tej Shah

Fund Manager Qualification:

Tej is a Chartered Accountant and has cleared all levels of the CFA exams. He holds a B.Com degree from Ahmedabad University.

Fund Manager Experience:

Tej is a Portfolio Manager at Marcellus. Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. 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.

Investment Objective

Invest in a portfolio of financial services companies beyond just the usual lenders and build a portfolio of niche financial services like insurance, broking, AMCs, wealth management companies etc.

Investment Strategy

Construct a multi-cap portfolio of financial stocks that includes not only lenders but also general insurers, life insurers, asset managers, and brokers.

The non-lending part of the portfolio adds resilience to the portfolio during times of stress because insurers have a lower beta than lending businesses while asset management and brokerage businesses do not take any balance sheet risks.

Wish to make INFORMED INVESTMENTS for Long Term WEALTH CREATION

Do Not Simply Invest, Make Informed Decisions

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