Marathon Trends Advisory Private Limited is a SEBI-approved portfolio management services (PMS) firm run by Atul Suri, an Indian stock market veteran with over 30 years of expertise. MEGA TRENDS, our flagship PMS product, was created as a consequence of over three decades of expertise investing in India’s equity markets.
|Year of Inception||2017|
|Number of Stocks||20 (Approx)|
|Investment Horizon||Long Term|
|Fund Managers||Atul Suri|
Investing for the long term in fundamentally sound equities while remaining disciplined in your entry and exit decisions based on quantitative research.
Fundamentals (Quality) + Quantitative (Price) = Quantamental process
Step 1- Volume
Identify Liquid Universe
NSE All stocks + Delivery volume + % of Allocation = Avoid Liquidity trap
Step 2- Fundamentals
CYCLICAL – • High Sales growth • High PAT growth • Low ROE
VALUE TRAP – • Low Sales growth • Low PAT growth • Low ROE
DEFENSIVE – • Low Sales growth • Low PAT growth • High ROE
Step 3- Quantitative
Quality stocks, which have Momentum
Length of trend + Smooth momentum = BUY Best ranked stock
Step 4- SELL
Stock unable to sustain trend, in Earnings and Price
Declining growth rate, in Earnings – • Fundamentals
Relative weakness, in Price – • Quantitative
SELL – • Discipline
Buy stocks in longer-term trends
- As its name suggests, Marathon Trends PMS aims to run an investment marathon (long-term), rather than short sprints
- Marathon Trends PMS looks for long-term patterns in stocks and price trends overlaying long-term trends in earnings.
- The investment team at Marathon Trends PMS focuses on building a portfolio of stocks showing promise of good momentum
- Identify the liquid world of inventories
- Exit as rates break the longer-term trend.
About Fund Manager
Mr. Atul ( Fund Manager )
Masters in Banking & Finance from UTS Sydney. Prior to managing Marathon Trends PMS, Mr. Atul was part of India’s very first research-backed equity fund management – Parag Parikh Fin Advisory.
Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.