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
Unlocking Wealth Creation Through External Capital Allocation – An Underappreciated Phenomenon

Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies listed mostly in developed countries and other global markets. These companies have dominant franchises which benefit from global economic megatrends and rational capital allocation by the management teams running these firms. These elements help the GCP companies drive an annual increase of approximately […]

AUG 28 . 15 MIN READ READ MORE
Global Compounders JUL 09 . 12 MIN READ
Modern Utilities Operating on a Global Scale Make for Lucrative Investments.
READ MORE
Global Compounders MAY 28 . 12 MIN READ
Making Money from Luxury Goods Manufacturers
READ MORE
Global Compounders APR 17 . 10 MIN READ
The ‘Pick & Shovel’ Strategy
READ MORE
Global Compounders

Unlocking Wealth Creation Through External Capital Allocation – An Underappreciated Phenomenon

Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies listed mostly in developed countries and other global markets. These companies have dominant franchises which benefit from global economic megatrends and rational capital allocation by the management teams running these firms. These elements help the GCP companies drive an annual increase of approximately […]

Aug 28 . 15 MIN READ READ MORE
Global Compounders

Modern Utilities Operating on a Global Scale Make for Lucrative Investments.

Marcellus’ Global Compounders Portfolio (GCP) focuses on investing in 25-30 highly fortified global companies listed mostly in developed markets. These companies align with global megatrends and possess robust moats built around process capability, research and development, and capital allocation. These factors play a pivotal role in driving the consistent compounding for GCP companies. Over time, […]

Jul 09 . 12 MIN READ READ MORE
Global Compounders

Making Money from Luxury Goods Manufacturers

Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies which are listed in developed countries. The nature of the products and services – which cater to global economic megatrends – and the moats developed around process capacity, R&D, and capital allocation, are the key factors that contribute to the consistency of free […]

May 28 . 12 MIN READ READ MORE
Global Compounders

The ‘Pick & Shovel’ Strategy

Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies listed in North America and Developed Europe. We employ a bottom-up company selection methodology that includes conducting primary research on moats, capital allocation, longer-term opportunities, and risks in order to comprehend the growth of cash flows over the long term. The nature of […]

Apr 17 . 10 MIN READ READ MORE

For more content on our strategy, visit the archives

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The Gold List

The best collections from the Marcellus Library

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Amidst high input cost inflation, pricing power protects margins & market share of CCPs

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Arvind Kapil, R Lakshminarayan & Anjani Rathor – Imp of Tech as a source of competitive advantage

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Fireside Chat with Padma Shri Awardee & former CFO and Board Member of Infosys – Mohandas Pai

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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

Busting Popular Macroeconomic Myths

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

Asian Paints vs Sherwin Williams: Different Paths to Dominance

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Jan 25 . 10 MIN READ READ MORE

The Best Newsletters of 2021

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Dec 29 . 5 MIN READ READ MORE

Recommended Reads

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

Portfolio Performance and Update on Fundamentals August

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Learning from history: Discounting in Financial Services is a bad strategy

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Why MeritorQ has 30-45 stocks?

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HANDPICKED ARTICLES FOR OUR ACTIVE INVESTORS

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