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.

For more content on our strategy, visit the archives

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The Gold List

The best collections from the Marcellus Library

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Demystifying the Security of Clients’ Monies in PMS & Mutual Funds

Nov 20, 2025 WATCH NOW

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Demystifying the Security of Clients’ Monies in PMS & Mutual Funds

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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

Outsourcing 2.0: The Global Capability Centre Boom in India

Oct 26 . 7 MIN READ READ MORE

Busting Popular Macroeconomic Myths

  • BEHAVIOUR
  • CULTURE
Feb 21 . 5 MIN READ READ MORE

Asian Paints vs Sherwin Williams: Different Paths to Dominance

  • BEHAVIOUR
  • CULTURE
Jan 25 . 10 MIN READ READ MORE

Recommended Reads

Some of our best reads you shouldn’t miss on Marcellus

Marcellus Portfolio Updates & Insights – October 2026

Oct 15 . 13 MIN READ READ MORE

Marcellus Portfolio Updates & Insights – September 2026

Sep 10 . 13 MIN READ READ MORE

Marcellus Portfolio Updates & Insights – August 2026

Aug 12 . 13 MIN READ READ MORE

Curated Collection

HANDPICKED ARTICLES FOR OUR ACTIVE INVESTORS

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