Little Champs Archives

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

Spotlighting Rainbow Children’s Medicare

In this month’s Little Champs newsletter, we delve deeper into Rainbow Children’s Medicare (Rainbow), one of the new additions to the portfolio. Rainbow, founded in Hyderabad in 1999 by Dr Ramesh Kancharla, focusses only on pediatric and maternity care. The Company stands head & shoulders above its like-to-like peers on profitability and growth metrics and […]

Little Champs NOV 10 . 11 MIN READ

Reinvesting Profits Back into the Business

Little Champs AUG 07 . 10 MIN READ

Invest in Dominant B2B Firms in Highly Profitable Industries

Little Champs MAR 21 . 8 MIN READ

Rapidly Rising Profits Alongside Falling Share Prices

Little Champs

Spotlighting Rainbow Children’s Medicare

Feb 27 . 10 MIN READ READ MORE

Little Champs

Reinvesting Profits Back into the Business

Marcellus’ Little Champs portfolio (LCP) aims to discover companies with a high probability of entry into benchmark BSE500 index over the next 3-5 years thus capturing the outsized returns that accrue to such potential entrants. Over the past year, some of the LCP stocks have faced temporary headwinds mainly on account of Covid-19 demand normalization, inventory […]

Nov 10 . 11 MIN READ READ MORE

Little Champs

Invest in Dominant B2B Firms in Highly Profitable Industries

The industry in which B2B firms operate can have an outsized impact on their compounding potential. Over FY14-23, some sectors like IT, Light Industrials and Chemicals have generated twice as much RoCE and share price returns as compared to sectors like Energy and Metals & Mining (which struggle to return even cost of capital). This […]

Aug 07 . 10 MIN READ READ MORE

Little Champs

Rapidly Rising Profits Alongside Falling Share Prices

Over the last decade, while the BSE Small Cap index constituents have grown operating profits in low teens, the Little Champs constituents have consistently delivered 20%+ EBITDA growth. This has resulted in superior, consistent long term returns alongside sharper recoveries post drawdowns than the BSE SmallCap index. In recent quarters, while the fundamentals for Little […]

Mar 21 . 8 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

FEATURED PODCAST

Marcellus Consistent Compounder Portfolio Webinar on Amidst high input cost inflation, pricing power protects margins & market share

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

Mar 10, 2022 WATCH NOW

FEATURED VIDEOS

FEATURED WEBINARS

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Kings of Capital Webinar: Update on latest fundamentals of the KCP portfolio companies

Apr 15, 2024 WATCH NOW

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The Road Ahead for our Little Champs

Mar 15, 2024 WATCH NOW

Curated Collection

HANDPICKED ARTICLES FOR OUR ACTIVE INVESTORS

Consistent Compounders

How Volatile Funds Cost Investors Dear

High volatility in an equity portfolio creates zones of ‘excitement’ and ‘fear’ based on recent performance. This adversely affects the quality of decision making by equity investors. As a result, historically, investor returns in Indian equity funds have been lower than fund returns across different periods. Similarly, a recent example from the US – NYSE […]

Feb 01 . 6 MIN READ READ MORE

Consistent Compounders

The Benefits of Timing are Inversely Correlated with the Quality of Fundamentals

The rate at which fundamentals of a company compound (and hence its share price) over the long term is inversely correlated with the quantum of benefit that an investor can achieve by perfectly timing her purchases at the bottom of the share price trajectory. Moreover, for a portfolio consisting of high-quality companies, benefits from a […]

Jan 03 . 8 MIN READ READ MORE

Consistent Compounders

CCPs use more ‘S-curves’ to elongate their fundamental compounding

Value addition from every initiative undertaken by a company follows an ‘S-curve’ with three parts to it – the investment phase, the growth phase and the fade period. The fundamentals of the overall company are a consolidation of ‘S-curves’ of all initiatives. There are several limiting factors to every initiative such as addressable market size, […]

Dec 01 . 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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Little Champs

Spotlighting Ultramarine & Pigments

Strategy Series

Spotlighting Rainbow Children’s Medicare

Reinvesting Profits Back into the Business

Invest in Dominant B2B Firms in Highly Profitable Industries

Rapidly Rising Profits Alongside Falling Share Prices

Spotlighting Rainbow Children’s Medicare

Reinvesting Profits Back into the Business

Invest in Dominant B2B Firms in Highly Profitable Industries

Rapidly Rising Profits Alongside Falling Share Prices

New to Marcellus?
Watch this video to know more about us

The Gold List

FEATURED PODCAST

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

FEATURED VIDEOS

FEATURED WEBINARS

Kings of Capital Webinar: Update on latest fundamentals of the KCP portfolio companies

The Road Ahead for our Little Champs

Recommended Reads

MeritorQ: Profiting from the Dislocation in Indian Megacaps

Marcellus Portfolio performance and update on fundamentals

How Will Tight System Liquidity Impact KCP?

Curated Collection

How Volatile Funds Cost Investors Dear

The Benefits of Timing are Inversely Correlated with the Quality of Fundamentals

CCPs use more ‘S-curves’ to elongate their fundamental compounding

The Path to Consistent Compounding is Paved with Free Cashflow

Interested in more financial news?
Check out our blog for weekly updates

Interested in non-financial news?
Check out our 3 long, 3 short page
to know more

Little Champs

Spotlighting Ultramarine & Pigments

Strategy Series

New to Marcellus? Watch this video to know more about us

The Gold List

FEATURED PODCAST

FEATURED VIDEOS

FEATURED WEBINARS

Kings of Capital Webinar: Update on latest fundamentals of the KCP portfolio companies

The Road Ahead for our Little Champs

FEATURED newsletter

FEATURED BLOGS

Recommended Reads

Curated Collection

Interested in more financial news? Check out our blog for weekly updates

Interested in non-financial news? Check out our 3 long, 3 short page to know more

New to Marcellus?
Watch this video to know more about us

Interested in more financial news?
Check out our blog for weekly updates

Interested in non-financial news?
Check out our 3 long, 3 short page
to know more