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 Erudite
Portfolio Performance and Update on Fundamentals – September 2024

Consistent Compounders Portfolio (CCP) Performance of Marcellus’ CCP portfolio has turned a corner in absolute returns over the last 18 months (31% CAGR) and in relative returns over the last six months (20.78% for CCP vs 16.58% for Nifty50 TRI). This is attributed to both the upgrades made to our portfolio construction approach as well […]

Marcellus Erudite

Portfolio Performance and Update on Fundamentals – September 2024

Consistent Compounders Portfolio (CCP) Performance of Marcellus’ CCP portfolio has turned a corner in absolute returns over the last 18 months (31% CAGR) and in relative returns over the last six months (20.78% for CCP vs 16.58% for Nifty50 TRI). This is attributed to both the upgrades made to our portfolio construction approach as well […]


Oct 09 . 10 MIN READ READ MORE
Marcellus Erudite

Portfolio Performance and Update on Fundamentals – August 2024

Consistent Compounders Portfolio (CCP) Performance of Marcellus’ CCP portfolio has turned a corner in absolute returns over the last 18 months and in relative returns (relative to Nifty50 TRI) over the last six months. This is attributed to both the upgrades made to our portfolio construction approach as well as to the strong performance of […]


Sep 20 . 12 MIN READ READ MORE
Marcellus Erudite

Portfolio Performance and Update on Fundamentals – July 2024

          Note: For all strategies except GCP, performance data is net of annual performance fees charged for client accounts whose account                anniversary date falls up to the last date of this performance period. Since fixed fees and expenses are charged on a quarterly basis,  […]


Aug 20 . 11 MIN READ READ MORE
Marcellus Erudite

Portfolio performance and Update on Fundamentals – June 2024

*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure Consistent Compounders Portfolio (CCP) Businesses with strong competitive advantages (and hence high ROCEs), can be categorized into […]


Jul 22 . 14 MIN READ READ MORE

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