Marcellus Investment Managers favours healthcare and select discretionary consumption, benefiting from sector shifts and market consolidation. Rakshit Ranjan acknowledges potential risks in broader market earnings growth and valuations, advocating for a bottom-up approach focused on quality stocks. The firm remains fully invested in consistent compounders, seeking undiscovered quality and emerging disruptive businesses.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets