Updated Feb 15, 2021 | 13:33 IST
As Marcellus adds second-rung leaders to its portfolio, here s one advice on how to keep the portfolio pump primed. Dal Chawal Or dessert? Its both, says Marcellus
Key Highlights
Have been increasing positions across spaces through 2020, says Marcellus
Keep your portfolio diversified, and hold them in moderation
Marcellus has a plan so you can keep your portfolio simple. And in good health. Saurabh Mukherjea has been enthusiastically increasing positions across spaces throughout 2020.
And with that, a need arises to diversify holdings, as too much concentration can get uncomfortable at these highs. He has an appetizing way to segregate his compounders. And he shared the monikers for each of them - the Dal Chawal portfolio, main course, and the dessert.