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.

Little Champs
Little Champs: Rising Again on its Sixth Anniversary

After enjoying a splendid run in the first three years of its inception, Little Champs portfolio’s (LCP) returns and earnings growth deteriorated from September 2022 – March 2024. On LCP’s 6th anniversary we focus on what went wrong during this period, the lessons learnt and the course correction we undertook around 18 months ago. The steady […]

SEP 01 . 8 MIN READ READ MORE
Little Champs MAR 28 . 6 MIN READ
Navigating the portfolio amidst SMID challenges
READ MORE
Little Champs OCT 01 . 6 MIN READ
Little Champs: Spotlighting Godrej Agrovet
READ MORE
Little Champs JUN 21 . 14 MIN READ
Spotlighting Eureka Forbes
READ MORE
Little Champs

Little Champs: Rising Again on its Sixth Anniversary

After enjoying a splendid run in the first three years of its inception, Little Champs portfolio’s (LCP) returns and earnings growth deteriorated from September 2022 – March 2024. On LCP’s 6th anniversary we focus on what went wrong during this period, the lessons learnt and the course correction we undertook around 18 months ago. The steady […]

Sep 01 . 8 MIN READ READ MORE
Little Champs

Navigating the portfolio amidst SMID challenges

The BSE500 index companies (especially the bottom 250 market cap companies in the index) have witnessed significant moderation in their earnings in recent quarters. This together with their elevated valuations (especially for the smaller cap stocks) represents a formidable challenge for most smidcap portfolios in India. In this difficult environment, the Little Champs portfolio companies’ […]

Mar 28 . 6 MIN READ READ MORE
Little Champs

Little Champs: Spotlighting Godrej Agrovet

This month we delve deeper into Godrej Agrovet Limited (GAVL) which we added to the Little Champs portfolio earlier this year. GAVL is a diversified agri-focussed company present across animal feed, palm oil, crop protection, dairy and poultry businesses. The Company witnessed muted earnings growth over FY18-23 due to volatility in commodity prices (inputs as well as […]

Oct 01 . 6 MIN READ READ MORE
Little Champs

Spotlighting Eureka Forbes

In this month’s newsletter, we delve deeper into Eureka Forbes Limited (EFL) one of the new additions to the portfolio. We see several earnings growth levers for EFL over the next 5 years: (a) Increase in the water purifiers (WP) category penetration backed by improved tap water supply, and initiatives taken by the WP companies […]

Jun 21 . 14 MIN READ READ MORE

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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

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Outsourcing 2.0: The Global Capability Centre Boom in India

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Busting Popular Macroeconomic Myths

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Asian Paints vs Sherwin Williams: Different Paths to Dominance

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Recommended Reads

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

Little Champs: Rising Again on its Sixth Anniversary

Sep 01 . 8 MIN READ READ MORE

MeritorQ: Low-Risk Investing with Sound Fundamentals

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Indian Banks Don’t Need More Regulation, They Need More Leverage

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