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.
MeritorQ Advisory : The Moneyball of Quality Investing
Just as the Moneyball approach in baseball (as explained by Michael Lewis in his book by the same name) helped a team of seemingly average players consistently win matches, in Marcellus’ MeritorQ, we select good quality and undervalued companies (rather than betting on singular ‘quality’ or ‘value’ investment opportunities) to deliver superior risk-adjusted returns. The […]
MeritorQ Advisory: A Deeper Dive into MeritorQ’s Forensic Model
MeritorQ Advisory : The Power of Checklists
MeritorQ Advisory:Forensic Accounting Using Quant Methods Boosts Returns
MeritorQ Advisory : The Moneyball of Quality Investing
Just as the Moneyball approach in baseball (as explained by Michael Lewis in his book by the same name) helped a team of seemingly average players consistently win matches, in Marcellus’ MeritorQ, we select good quality and undervalued companies (rather than betting on singular ‘quality’ or ‘value’ investment opportunities) to deliver superior risk-adjusted returns. The […]
Mar 31 . 7 MIN READ
MeritorQ Advisory: A Deeper Dive into MeritorQ’s Forensic Model
MeritorQ uses forensic ratios to evaluate the accounting quality of Indian companies. As we highlighted in our February newsletter – Forensic Accounting Using Quant Methods Boosts Returns – our accounting checks can identify accounting frauds well in advance of the actual drawdown event. Using the specific examples of two companies in this newsletter, we discuss how accounting […]
Mar 31 . 9 MIN READ
MeritorQ Advisory : The Power of Checklists
Most of us have used a checklist at some point. Humans need checklists because most of us have imperfect recall. Checklists provide a cognitive safety net. They prevent us from having to suffer due to our flaws —flaws of memory, attention, and thoroughness. Checklists have been found to be effective in performing complex tasks in varied […]
Mar 31 . 10 MIN READ
MeritorQ Advisory:Forensic Accounting Using Quant Methods Boosts Returns
Over the past 16 years, the average return of market cap weighted BSE 500 index has been 10.3% p.a. on a 3-year rolling basis. But the story changes completely when we differentiate between the index constituents based on their accounting quality. There is a clear deterioration in returns and a rapid increase in risk and […]
Mar 31 . 11 MIN READ
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