Little Champs

Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.

Overview

Marcellus Little Champs is our small-cap focused strategy. On an average over the last ten years, about ~50 stocks have entered/exited BSE 500 every year indicating a high degree of churn. A stock entering the BSE 500 tends to significantly outperform the Index in the years preceding the inclusion. Our aim is to identify such stocks and capture the strong performance as much as possible.

Fee Structure

Fixed fees: 1.5% per annum (charged quarterly) Performance fees: 20% profit share above a 10% hurdle. Performance fees will be charged on cumulative gains at the third anniversary*. Performance fees will be charged without catch-up i.e. the first 10% return per annum (net of fixed fees) will be not be subject to performance fees. High water mark applies for performance fees. *If redeemed prior to the completion of three years, performance fees will be charged as on redemption date Exit Load: 3%, 2% and 1% if redeemed in the first, second and third year respectively Minimum investment: INR 50 lacs

Performance

Performance (as of 31st January, 2024)

 

*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

Performance data shown is net of fixed fees and expenses charged till December 31st, 2023 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, performances fees are charged on cumulative gains at the third anniversary, of the respective client account, the effect of the same has been incorporated for client accounts whose third account anniversary falls upto the last date of this performance period. Performance data is not verified either by Securities and Exchange Board of India or U.S. Securities and Exchange Commission.

 

FUND MANAGER

Ashvin Shetty, CFA

Portfolio Manager

QUALIFICATIONS

BCom, CA, CFA

VISIT Profile
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PRODUCT PRESENTATION

Invest with Marcellus’ Consistent Compounders

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