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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.

 

  • 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.

Trend Investing

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

Our 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

Unique Feature

Buy stocks in longer-term trends

Fund Overview

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