About Company
Marathon Trends Advisory Pvt Ltd
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.
Marathon Trends PMS
Fund Snapshot
| Year of Inception | 2017 |
| Number of Stocks | 20 (Approx) |
| Investment Horizon | Long Term |
| Fund Managers | Atul Suri |
Investment Philosophy
- 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
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
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Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Atul Mehra
Atul has over 12 years of experience in equity research and fund management specializing in mid and small cap space, with over 7 years with Motilal Oswal Group. Before joining Motilal Oswal, he was associated with Edelweiss Capital. Atul is a Chartered Financial Analyst (CFA) from CFA Institute, USA and a Masters in Commerce.
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