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 […]

DEC 13 . 8 MIN READ READ MORE
Asset Allocation JUN 04 . 2 MIN READ
Marcellus India Wealth Survey 2025
Indian Affluents & HNIs – So Near, Yet So Far….
READ MORE
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 […]

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

For more content on our strategy, visit the archives

GO TO ARCHIVES

LET’S GET ACQUAINTED

New to Marcellus?
Watch this video to know more about us

4 MIN WATCH WATCH VIDEO

The Gold List

The best collections from the Marcellus Library

FEATURED PODCAST

Demystifying the Security of Clients’ Monies in PMS & Mutual Funds

Nov 20, 2025 WATCH NOW

FEATURED VIDEOS

FEATURED WEBINARS

WEBINAR

Demystifying the Security of Clients’ Monies in PMS & Mutual Funds

Nov 20, 2025 WATCH NOW
WEBINAR

The Global Compounders: AI, Valuations, and the Road Ahead

Nov 13, 2025 WATCH NOW

FEATURED newsletter

Consistent Compounders

When ‘Loss Aversion’ Meets ‘Time Horizons’ in Equity Investing

Investors’ decision making is often underpinned by a key psychological trait – loss aversion. As explained by  Noble laureate Daniel Kahneman, the result of ‘loss aversion’ is that our pain from losses is more than twice  the joy from equal amounts of gain. Juxtaposing this idea to the CCP investing approach discussed in our  book […]

Feb 06 . 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

FEATURED BLOGS

Outsourcing 2.0: The Global Capability Centre Boom in India

Oct 26 . 7 MIN READ READ MORE

Busting Popular Macroeconomic Myths

  • BEHAVIOUR
  • CULTURE
Feb 21 . 5 MIN READ READ MORE

Asian Paints vs Sherwin Williams: Different Paths to Dominance

  • BEHAVIOUR
  • CULTURE
Jan 25 . 10 MIN READ READ MORE

Recommended Reads

Some of our best reads you shouldn’t miss on Marcellus

Marcellus Portfolio Updates & Insights – October 2026

Oct 15 . 13 MIN READ READ MORE

Marcellus Portfolio Updates & Insights – September 2026

Sep 10 . 13 MIN READ READ MORE

Marcellus Portfolio Updates & Insights – August 2026

Aug 12 . 13 MIN READ READ MORE

Curated Collection

HANDPICKED ARTICLES FOR OUR ACTIVE INVESTORS

Interested in more financial news?
Check out our blog for weekly updates

Interested in non-financial news?
Check out our 3 long, 3 short page
to know more