Marcellus Global Equities Fund
The World’s Leading
Companies are Now
Within Your Reach
Access our flagship Global Compounders Strategy now with a ticket as low as just USD 5,000.
The Case for
Global Diversification
Proven Markets
We majorly invest in the US and across developed global economies that can generate compounding dollar returns over long time horizons.
Low Correlation
India shares a low correlation with the US — local economic events affect each market differently, creating natural diversification.
Reduced Risk
Combined, these markets could deliver a meaningful reduction in risk relative to the returns generated — an optimal risk-reward profile.
Inside the Portfolio
We invest in 40-50 deeply moated global companies, selected through rigorous filters and deep research. We invest in businesses with durable competitive advantages.
Neutral Arms Dealers
Semiconductor Equipment Makers
Companies that supply equipment used across global chip manufacturing. Their products are needed regardless of which chipmakers or end markets grow or decline.
Invisible Utilities
Enterprise Software & Cloud Platforms
Businesses that provide software and cloud services used daily by organisations. These products tend to have recurring revenues and high customer retention.
Luxury Consumption
Established Luxury Goods Companies
Companies in the luxury goods segment with recognised brands and a history of stable demand from a consistent customer base.
Highly Accomplished Team
with Proven Track Record
Former Global Equities Portfolio Manager at Principal Global Investors (PGI), New York, and Engineering Leader at Oracle. Arindam brings rare cross-disciplinary expertise — marrying deep technology insight with global capital markets experience.
Principal and Head of Research, Public Markets at Premji Invest, and former Investment Analyst at CLSA. Jaibir’s rigorous research pedigree underpins the fund’s disciplined bottom-up stock selection process.