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01 Quality
Builds the universe
Quality defines what we own. Momentum tells us when to own it. We look for strong and improving earnings, then wait for sustained price strength to confirm the market agrees.
- Strong businesses
- Improving earnings
- Sustainable growth
0Filters every holding must clear -
02 Momentum
Drives entry
When earnings deteriorate or price momentum breaks down, we exit. Rules drive the decision — without emotion, exceptions or discretionary overrides.
- Price confirms strength
- Ride the trend
- Capture market leaders
0Rule-based exit -
03 Discipline
Manages risk
A repeatable framework matters more than a single investment call. Quality, Momentum and Discipline work together to create a consistent decision-making process across market cycles.
- Objective exit rules
- No emotion
- Protect capital
0Timeframes that must align -
04 Flexi-Cap
Captures opportunity
Market-cap agnostic and unconstrained. The portfolio can follow leadership wherever it emerges, allowing capital to move toward the strongest opportunities across the market.
- Market-cap agnostic
- Invest where strength is
- Across the whole market
20–25Positions · market cap agnostic
What genuine
differentiation delivers.
A rules-based exit mechanism, quality-momentum stock selection, and concentrated conviction across 20–25 names is designed to generate returns uncorrelated with benchmark-hugging diversified funds.
The Marathon Trends edge
- Quality filter narrows 500+ stocks to only the strongest fundamental performers.
- Momentum overlay times entry — we buy what the market has already confirmed is working.
- Rules-based exit protects capital — positions are cut when evidence deteriorates, not when conviction wavers.
- Concentrated book of 20–25 names means every holding earns its place or is replaced.
- Zero lock-in: highly liquid stocks enable quick exits at minimal impact cost.
A high-alpha satellite
mandate.
The Marathon Trends PMS is designed as a high-conviction satellite allocation — positioned to generate alpha that cannot be replicated by diversified index-hugging funds.
Investors who pair it alongside diversified core exposure, commit to a full market cycle, and allow the process to work without interference tend to experience the full benefit of disciplined trend following compounded over time.
| Marathon Trends PMS | Index-hugging Diversified Fund | |
|---|---|---|
| Holdings | 20–25 (concentrated) | 50–80 (diversified) |
| Tracking error | High by design | Low to moderate |
| Decision-maker | One PM (Atul Suri) | Committee |
| Exit trigger | Evidence-based (rules) | Periodic review |
| Cash position | Opportunistic residual | Mandate-constrained |
| Portfolio role | Differentiated satellite | Core allocation |
Quality defines what we own. Momentum tells us when to own it. Discipline tells us when to leave. All three working together is what separates a trend-following mandate from a buy-and-hold fund that rides leaders all the way down.