Consistent Compounders Archives

May 2020 Published on 01 May, 2020

The frequency of disruptions faced by businesses has been rising over the past...

Apr 2020 Published on 06 Apr, 2020

In FY20, Marcellus’ CCP PMS has delivered healthy absolute returns (+7.6% vs...

Mar 2020 Published on 01 Mar, 2020

The performance of Marcellus’ CCP portfolio over the past 12 months has been...

Feb 2020 Published on 02 Feb, 2020

The most sustainable way for a firm to compound profits over the longer term,...

Jan 2020 Published on 04 Jan, 2020

An investor looking to buy and hold stocks over a long time period, needs to be...

Dec 2019 Published on 01 Dec, 2019

Marcellus’ Consistent Compounders Portfolio consists of companies which have...

Nov 2019 Published on 01 Nov, 2019

Great lenders (banks as well as NBFCs), which are Consistent...

Oct 2019 Published on 01 Oct, 2019

The superficial approach of choosing winners from the recently announced tax...

Sep 2019 Published on 01 Sep, 2019

Marcellus’ Consistent Compounders portfolio has shown resilience since...

Aug 2019 Published on 01 Aug, 2019

Page’s promoters have used their experience in the Philippines to fortify...

Jul 2019 Published on 01 Jul, 2019

Without a deep understanding of a business’ fundamentals, valuation becomes a...

Jun 2019 Published on 01 Jun, 2019

In FY19, our portfolio companies reported 18% revenue growth, 16% earnings...

May 2019 Published on 01 May, 2019

The holy grail of investing in stock markets is to buy companies which can...

Mar 2019 Published on 01 Mar, 2019

Many investors try to time their investments basis the perceived impact of...

Feb 2019 Published on 01 Feb, 2019

Marcellus’ Consistent Compounders Philosophy identifies firms with high...

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