Interviews

Investor Insights: Saurabh Mukherjea – Part 2

January 31, 2019

Saurabh Mukherjea is the founder of Marcellus Investment Managers. He is the former CEO of Ambit Capital, prior to which he co-founded Clear Capital, a London-based small-cap equity research firm.

Saurabh has written three bestselling books: Gurus of Chaos (2014), The Unusual Billionaires (2016) and Coffee Can Investing: The Low Risk Route to Stupendous Returns (2018). He is a CFA charter holder with a BSc in Economics (with First Class Honours) from the London School of Economics.

Investor Insights: Lessons from 2018

December 31, 2018

As an eventful 2018 winds to a close, it’s a good time to reflect on the investment principles/lessons that turbulent markets this year have once again reminded us of. Towards this, we picked the brains of a few experienced investors on these two questions –

With respect to your own investing experience, what was the biggest lesson you drew out from or learned in 2018?

Which is the best book you read in 2018, and why?

Let’s read out their replies below.

Investor Insights: Saurabh Mukherjea – Part 1

November 30, 2018

Saurabh Mukherjea is the founder of Marcellus Investment Managers. He is the former CEO of Ambit Capital, prior to which he co-founded Clear Capital, a London-based small-cap equity research firm.

Investor Insights: Amit Mantri

October 30, 2018

Amit Mantri is the co-founder of 2Point2 Capital, a SEBI-registered Portfolio Management Service (PMS). Previously, he was a Vice-President at Hornbill Capital, a Mumbai based hedge fund. Prior to Hornbill, he has been part of the private equity investment team at IDFC Alternatives and Zephyr Peacock.

Amit has a Post-Graduate Diploma in Management from IIM Bangalore and B. Tech in Computer Science and Engineering from IIT Kharagpur. He is also a CFA® charter holder.

In this interview, Amit shares his thoughts on investing, his process, and the key lessons he has learned over the years of being an investor.

Investor Insights: Priyank J. Sanghavi

September 30, 2018

Priyank is a BE in Electronics and Communication Engineering and has worked in the IT industry in India and the US. He is currently the Vice President, Research at 5Y where he has been managing family funds since 2009. He has a total investment experience of 17 years and has done exceptionally well, with his 10-year audited return until June 2018 at 34% CAGR, as against 13% for NSE-Nifty.

The core of his investment style is long term, typically 5 years and more, and simplicity. He worked with Prof. Sanjay Bakshi at Tactica Capital Management from 2012 to 2013. He lives in Bhavnagar, Gujarat. Very rarely, when he feels he has something important to write, he blogs here. In this interview, Priyank shares his thoughts on investing, his process, and the key lessons he has learned over more than a decade of being an investor.