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: Greatness and Value Capture
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-35 deeply moated global companies aligned with megatrends which aid the delivery of mid-to-high teens compounding of free cash flow/earnings. To identify such compounders, one of the markers that we look for is the amount of value companies are able to capture from broader opportunities. This is […]
Global Compounders: The Diversification “Free Lunch”
READ MOREGlobal Compounders Portfolio: Maintaining Discipline amidst Pockets of Excess
READ MOREGlobal Compounders Portfolio: N.I.M.B.Y. Investing! – Turning Waste into Wealth
READ MOREFor more content on our strategy, visit the archives
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