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Editor’s Picks

NEWSLETTER

Marcellus Portfolio Updates & Insights - October 2026

  From Our CIO’s Desk The Rebuilding of Indian Consumption. As the traditional drivers of mass Indian consumption stall, our core strategy—the Consistent Compounders Portfolio (CCP)—has rewired its allocations toward high-quality pricing-power franchises, private healthcare providers, and manufacturing exporters. Rather than chasing entry-level consumer volume growth, our investment process focuses on resilient, well-managed businesses positioned […]


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NEWSLETTER

Marcellus Portfolio Updates & Insights - September 2026

  marcellus.in From Our CIO’s Desk How Does Kings of Capital Beat the Benchmark with Boring, Well-Managed Companies? Over the past 1, 2, and 3-year trailing periods, our financial services strategy—the Kings of Capital Portfolio (KCP)—has outperformed its benchmark. Our investment process avoids chasing short-term market momentum, focusing instead on well-managed businesses that allocate capital […]


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BLOG
New Kings & Queens: India’s Auto Dealers

In our 21st October blog (India’s New Kings & Queens Are Flourishing in Small Town India) we showed how a new class of business families is flourishing in small town India. In our view of the most dependable routes into this class runs through running auto showrooms. Over the past decade the domestic revenue of […]


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