EDGE Masterclass with Saurabh Mukherjea - A Checklist for the Modern Indian Investor | Q&A
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 Published On Mar 13, 2023

​In this Masterclass, Saurabh Mukherjea will discuss how one can follow an automated investment checklist which when applied regularly, can reduce the chances of making investment mistakes and in turn maximize the potential of wealth generation for investors. This Masterclass would help us in selecting undervalued stocks and overweighting them in the portfolio combined with regular rebalancing.

​As Warren Buffet once said, “Investing is simple but not easy”. Most of us don’t spend time dwelling on our errors. But if we did, we could create checklists that would eliminate those errors. To adopt a checklist is to embrace humility and admit our own fallibility. So please join us in this Masterclass as we do exactly that!

Renowned journalist Govind Ethiraj will be hosting a Q&A with Saurabh Mukherjea after the Masterclass.

​Key points we will be discussing:
- How to build a long-only portfolio with a Quantitative fundamentals approach based on good investing principles.
- Hold 35-45 stock portfolio diversified across large, mid and small-cap segments and factors (quality and value).
- The contribution from each portfolio construction steps to the back-tested performance.
- The advantages of the quantitative approach followed which allow us to analyse and rank over a large universe of companies and avoid common behavioural errors in investing like “availability bias”
- How to address cognitive biases and capitalize on the behavioral and analytical errors of other investors.

​About EDGE Community:
EDGE is a constellation of leaders, creators & professionals from across different disciplines - committed to helping each other thrive. EDGE Memberships are based on recommendations only. The purpose is to create a gated community of highly trusted individuals who have a track-record of being intellectually curious, adventurous, warm, compassionate, and highly engaged individuals who can add value stemming from each-others domains.

About Saurabh Mukherjea:
Saurabh Mukherjea is the Founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh was educated at the London School of Economics where he earned a BSc in Economics (with First Class Honours) and an MSc in Economics (with distinction in Macro & Microeconomics). Prior to setting up Marcellus, Saurabh was CEO at Ambit Capital and was working in the sell side in London at Clear Capital. He continues to be part of multiple SEBI working groups and writing various books such as Gurus of Chaos, The Unusual Billionaires, Coffee-Can investing, and more!

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