Marcellus Erudite 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.

Marcellus Erudite

Marcellus Portfolio Updates & Insights – June 2026

marcellus.in From Our CIO’s Desk What Goes into the Making of a Data Center? Two global headlines have dominated the financial landscape in recent times: Alphabet is executing a record-breaking $85 billion equity raise to fund its AI infrastructure and global compute footprint. SpaceX is setting the stage for the largest IPO ever recorded, […]

Marcellus Erudite MAY 04 . 10 MIN READ

Marcellus Portfolio Updates & Insights – April 2026

Marcellus Erudite MAR 02 . 10 MIN READ

Marcellus’ Portfolio Updates & Insights – February 2026

Marcellus Erudite JAN 16 . 9 MIN READ

Marcellus’ Portfolio Updates & Insights – January 2026

Marcellus Erudite

Marcellus Portfolio Updates & Insights – June 2026

Jun 12 . 10 MIN READ READ MORE

Marcellus Erudite

Marcellus Portfolio Updates & Insights – April 2026

marcellus.in From Our CIO’s Desk The Case for Multi-Asset Diversification in Volatile Times The ongoing Middle East conflict is a stark reminder that global economies react differently to the same shock. In my recent conversation with Manish Hemnani, we explored why the “old rules” of domestic-only investing must evolve to preserve wealth in this […]

May 04 . 10 MIN READ READ MORE

Marcellus Erudite

Marcellus’ Portfolio Updates & Insights – February 2026

marcellus.in From Our CIO’s Desk RBI’s Report Flags Indian Consumer’s Debt Trap For the past year, we have warned that the Indian middle class is financing its lifestyle through a precarious reliance on debt. The RBI’s latest Financial Stability Report (FSR) has now validated these concerns, signalling that the “consumption story” is hitting a […]

Mar 02 . 10 MIN READ READ MORE

Marcellus Erudite

Marcellus’ Portfolio Updates & Insights – January 2026

marcellus.in From Our CIO’s Desk How Four Mega-Reforms by the Indian Government and the RBI Dismantled the Barriers to International Capital. RBI data reveals a staggering 58% surge in capital outflows from India over the past 5 years. This shift underscores a critical imperative: the necessity of investing in dollar-denominated assets. This is particularly […]

Jan 16 . 9 MIN READ READ MORE

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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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Marcellus Erudite

Portfolio Performance and Update on Fundamentals July

Portfolio Performance and Update on Fundamentals

Strategy Series

Marcellus Portfolio Updates & Insights – June 2026

Marcellus Portfolio Updates & Insights – April 2026

Marcellus’ Portfolio Updates & Insights – February 2026

Marcellus’ Portfolio Updates & Insights – January 2026

Marcellus Portfolio Updates & Insights – June 2026

Marcellus Portfolio Updates & Insights – April 2026

Marcellus’ Portfolio Updates & Insights – February 2026

Marcellus’ Portfolio Updates & Insights – January 2026

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