Tej Shah, CFA

Prior to joining Marcellus, Tej worked at Mayfield,
a Silicon Valley headquartered venture capital fund.

Prior to joining Marcellus, Tej worked at Mayfield, a Silicon Valley headquartered venture capital fund which manages $3Bn globally and $220Mn in India. Tej spent 2 years as a part of Mayfield India’s investment team covering multiple sectors and being at the centre of India’s evolving venture ecosystem. Prior to Mayfield, Tej was a part of the equity and capital markets team of Ambit Capital where he worked on executing IPOs, QIPs and buybacks. Qualifications: Tej is a Chartered Accountant and and a CFA charter holder. He holds a B. Com degree from Ahmedabad University.

Articles by team Marcellus

NEWSLETTER
Global Compounders Portfolio: Resilience Amidst Chaos

Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. Amidst an increasingly uncertain global macro landscape, our proprietary Torque based positioning favors defensive stocks that deliver higher than GDP growth with low earnings volatility – as […]


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NEWSLETTER
Marcellus Portfolio Update and Performance Snapshot - December 2023

  Consistent Compounders Portfolio (CCP) Calendar year 2023 ended with Marcellus’ CCP portfolio generating 16% returns with 6% underperformance against Nifty50 TRI, supported by a recovery in performance from April 2023 onwards (1st Apr 2023 to 31st Dec 2023 performance was 28%, marginally better than Nifty50 TRI). The top-5 stocks in Nifty were Tata Motors, Bajaj Auto, […]


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BLOG
The Polarization of Corporate Profits in India is Reducing

  In the decade running up to Covid-19, corporate profits were increasingly polarized in India i.e., the top 20 listed companies accounted for an ever-larger share of India Inc’s profit pie. However, since FY21 the picture has changed as smaller companies have begun to grow their profits faster than the top 20 listed companies. This […]


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