Marcellus Investment Managers in December 2018 launched a PMS strategy – Consistent Compounders to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods of time.
- Portfolio construction involves a two stage process:
- 1. a filter based approach to create an investible universe of 30-35 stocks
- 2. in-depth bottom-up research of such companies in the universe to assess sustainable competitive moats
to build a portfolio of 10-20 stocks that deliver healthy compounded earnings growth over long periods of time.
Such a portfolio is monitored for sustainability of moats on a continuous basis through extensive primary research.
Repeating the filters annually helps keep the investible universe updated and also such a universe is continuously researched for developing or strengthening of moats to augment the portfolio.
We are happy to offer this with ZERO entry load or exit load without any lock in. The fee options include a performance based fee option with no fixed fees. For more information, click here.
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