Strategy Series

Our articles specific to the five 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
Global Compounders: Investing in the Most Powerful Global Franchises

Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies (listed on developed countries’ stock markets) based on rigorous bottom-up research around moats, capital allocation and sustainability of cash generation into the long term future. Consistency of free cashflow compounding of GCP companies is an outcome of: (a) the nature of products and […]

Global Compounders
Global Compounders: Investing in the Most Powerful Global Franchises

Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies (listed on developed countries’ stock markets) based on rigorous bottom-up research around moats, capital allocation and sustainability of cash generation into the long term future. Consistency of free cashflow compounding of GCP companies is an outcome of: (a) the nature of products and […]


Feb 25 . 10 MIN READ

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