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.
Global Compounders Portfolio: Update on Favourable Policy/Regulatory Change
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. This portfolio is agnostic to market cap or sectors, and targets to deliver excess return through different periods in the cycle. As India catapults into the most […]
Global Compounders Portfolio: The Four Pillars of American Capitalism
READ MOREGlobal Compounders Portfolio: Resilience Amidst Chaos
READ MOREGlobal Compounders Portfolio: First Anniversary Review
READ MOREFor more content on our strategy, visit the archives
GO TO ARCHIVES