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.
Marcellus Portfolio Snapshot – September 2025
marcellus.in From Our CIO’s Desk White Collar Jobs Growth & Wage Growth: Twin Drivers of India’s Slowdown From Diwali 2023 onwards, Indian companies’ earnings growth has decelerated at a rapid rate. Underpinning this deceleration is a sharp conk-off in consumption growth, long the mainstay of the Indian economy. Key drivers of this consumption downturn […]
Portfolio performance and update on fundamentals – June 2025
READ MOREPortfolio performance and update on Fundamentals – May 2025
READ MOREFor more content on our strategy, visit the archives
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