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 August

Consistent Compounders Portfolio (CCP) Marcellus’ Consistent Compounders Portfolio companies reported, on a weighted average basis, 20% YoY growth in profit after tax for both 1QFY24 (over 1QFY23) as well as for FY23 (over FY22). Financials sector companies in CCP (three lenders and 2 insurance companies) reported healthy topline as well as bottomline growth, reflective of […]

SEP 18 . 9 MIN READ READ MORE
Marcellus Erudite AUG 16 . 5 MIN READ
Portfolio Performance and Update on Fundamentals July
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Marcellus Erudite JUL 27 . 8 MIN READ
Portfolio Performance and Update on Fundamentals
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Marcellus Erudite JUN 06 . 10 MIN READ
The Consumerization of Credit in India
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Marcellus Erudite

Portfolio Performance and Update on Fundamentals August

Consistent Compounders Portfolio (CCP) Marcellus’ Consistent Compounders Portfolio companies reported, on a weighted average basis, 20% YoY growth in profit after tax for both 1QFY24 (over 1QFY23) as well as for FY23 (over FY22). Financials sector companies in CCP (three lenders and 2 insurance companies) reported healthy topline as well as bottomline growth, reflective of […]

Sep 18 . 9 MIN READ READ MORE
Marcellus Erudite

Portfolio Performance and Update on Fundamentals July

  Consistent Compounders Portfolio (CCP) Fundamentals of CCP companies have delivered healthy progress in FY23, with weighted average PAT (profits after tax) growth of 20% YoY in FY23, backed by a revenue growth of 19% YoY in FY23. 1QFY24 results reported so far have exhibited exceptional strength, representative of market share gains from competitors and […]

Aug 16 . 5 MIN READ READ MORE
Marcellus Erudite

Portfolio Performance and Update on Fundamentals

  *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) Fundamentals of CCP companies continue to deliver healthy progress, as reflected in […]

Jul 27 . 8 MIN READ READ MORE
Marcellus Erudite

The Consumerization of Credit in India

In the last couple of years, India’s financial services sector has crossed a significant milestone – for the first time the size of retail credit (i.e. credit extended to consumers) is now larger than corporate credit. In this newsletter, we discuss reasons behind the success of high-quality lenders (like HDFC Bank, Chola Investment & Finance […]

Jun 06 . 10 MIN READ READ MORE

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The Gold List

The best collections from the Marcellus Library

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

Mar 10, 2022 WATCH NOW

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Arvind Kapil, R Lakshminarayan & Anjani Rathor – Imp of Tech as a source of competitive advantage

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Fireside Chat with Padma Shri Awardee & former CFO and Board Member of Infosys – Mohandas Pai

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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

FEATURED BLOGS

Busting Popular Macroeconomic Myths

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Feb 21 . 5 MIN READ READ MORE

Asian Paints vs Sherwin Williams: Different Paths to Dominance

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Jan 25 . 10 MIN READ READ MORE

The Best Newsletters of 2021

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Dec 29 . 5 MIN READ READ MORE

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Portfolio Performance and Update on Fundamentals August

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