Asset Allocation Archives

Strategy Series

Our articles specific to the six investment strategies we offer. Whether you invest with us or are looking to invest, these
articles can you give you an insight into why we make the decisions we make.

Asset Allocation

Volatility underscores diversification benefits

Since inception 15 months ago, Marcellus Multi-Asset PMS (MAP-Balanced) has outperformed its benchmark by 2.44% points and Nifty 500 TSR Index by 4.57% points (annualised, net of fees and expenses). At that time, Indian equities had run up significantly and seemed overvalued when macro growth had slowed, the earnings cycle had already peaked and risk […]

Asset Allocation JUN 04 . 2 MIN READ

Marcellus India Wealth Survey 2025
Indian Affluents & HNIs – So Near, Yet So Far….

Asset Allocation

Volatility underscores diversification benefits

Dec 13 . 8 MIN READ READ MORE

Asset Allocation

Marcellus India Wealth Survey 2025
Indian Affluents & HNIs – So Near, Yet So Far….

India’s wealthy aspire to retire early, start businesses, and fund children’s futures, but lack the roadmap to get there. Marcellus, in collaboration with Dun & Bradstreet, conducted the ‘India Wealth Survey 2025’—an in-depth study capturing the evolving financial behaviours, asset preferences, aspirations, and preparedness of affluent and high-net-worth individuals (HNIs) across India. The survey was […]

Jun 04 . 2 MIN READ READ MORE

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Curated Collection

HANDPICKED ARTICLES FOR OUR ACTIVE INVESTORS

Consistent Compounders

How Volatile Funds Cost Investors Dear

High volatility in an equity portfolio creates zones of ‘excitement’ and ‘fear’ based on recent performance. This adversely affects the quality of decision making by equity investors. As a result, historically, investor returns in Indian equity funds have been lower than fund returns across different periods. Similarly, a recent example from the US – NYSE […]

Feb 01 . 6 MIN READ READ MORE

Consistent Compounders

The Benefits of Timing are Inversely Correlated with the Quality of Fundamentals

The rate at which fundamentals of a company compound (and hence its share price) over the long term is inversely correlated with the quantum of benefit that an investor can achieve by perfectly timing her purchases at the bottom of the share price trajectory. Moreover, for a portfolio consisting of high-quality companies, benefits from a […]

Jan 03 . 8 MIN READ READ MORE

Consistent Compounders

CCPs use more ‘S-curves’ to elongate their fundamental compounding

Value addition from every initiative undertaken by a company follows an ‘S-curve’ with three parts to it – the investment phase, the growth phase and the fade period. The fundamentals of the overall company are a consolidation of ‘S-curves’ of all initiatives. There are several limiting factors to every initiative such as addressable market size, […]

Dec 01 . 8 MIN READ READ MORE

Consistent Compounders

The Path to Consistent Compounding is Paved with Free Cashflow

There are four key drivers of free cashflow in a business – revenue growth, profit margins, working capital efficiency, and asset turnover. The order of importance across these four drivers differs across businesses. As Marcellus’ CCP companies invest in technology to improve operational efficiencies, those companies that sell day-to-day essentials to their customers whilst avoiding […]

Nov 02 . 17 MIN READ READ MORE

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Asset Allocation

Strategy Series

Volatility underscores diversification benefits

Marcellus India Wealth Survey 2025
Indian Affluents & HNIs – So Near, Yet So Far….

Volatility underscores diversification benefits

Marcellus India Wealth Survey 2025
Indian Affluents & HNIs – So Near, Yet So Far….

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