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: The Four Pillars of American Capitalism
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. A large part of our portfolio comprises of American firms, and for good reason. Over the last 30 years, US equities have demonstrated exceptional ability to generate […]
Global Compounders Portfolio: Resilience Amidst Chaos
READ MOREGlobal Compounders Portfolio: First Anniversary Review
READ MOREUnleashing the Power of ‘Owner Operators’ to create Wealth for our Clients
READ MOREFor more content on our strategy, visit the archives
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