Mr. Atul Suri has over 25 years of experience in trading and investing in Indian equities. He started his career as a Fundamental Analyst in 1990, with one of India’s first Equity Research driven fund houses, Parag Parikh Financial Advisory services.
In 1994 he secured a Masters in Banking and Finance from UTS Sydney, Australia. It was at UTS that he was introduced to technical analysis as part of his studies on Foreign Exchange (FOREX) trading. On his return to India, he moved into Institutional Equity Sales with Birla Sun Life Securities, where he later set-up and lead the Private Client Group business.
In 2003, Atul established Marathon Capital, a company focused on trading Index futures. In 2008 he joined RARE Enterprises, a family office of Mr. Rakesh Jhunjunwala, as a Technical Analyst and managed an Independent Book and had a great opportunity to learn from the masters. In 2017 he moved on to running his own Portfolio Management Service (PMS) Marathon Trends Advisory where he is the CEO and CIO.
Our investment philosophy is ""Long term Trend Investing"", where our objective is to identify good quality growth stocks with trending earnings. We optimize entry and exit by using a quantitative model. Risk management is guided by the principle of ""Cut your losses quickly and let your profits run"".
Investment Approach
We use Fundamental Analysis to identify good quality, growth oriented stocks. We combine this with quantitative analysis to optimize Entry and Exit points.Focused investments are done in stocks witnessing growth in earnings and prices (Megatrends)
Marcellus Investment Managers Pvt Ltd manages assets worth Rs 5217.67 crores. Its current offering of PMS schemes includes 2 Large Cap, 2 Mid Cap, 1 Multi Cap and 1 Flexicap schemes.