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Editor's Picks

NEWSLETTER

Marcellus Portfolio Updates & Insights - September 2026

  marcellus.in From Our CIO’s Desk How Does Kings of Capital Beat the Benchmark with Boring, Well-Managed Companies? Over the past 1, 2, and 3-year trailing periods, our financial services strategy—the Kings of Capital Portfolio (KCP)—has outperformed its benchmark. Our investment process avoids chasing short-term market momentum, focusing instead on well-managed businesses that allocate capital […]


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NEWSLETTER

Marcellus Portfolio Updates & Insights - August 2026

  From Our CIO’s Desk Is Quality Investing Making a Comeback in India? Over the last five years (FY21–25), high-quality businesses—companies with clean accounting, strong management, and high returns on capital—lagged the broader market. The reason was simple: a post-COVID surge in household “revenge spending” and government infrastructure capex created a rising tide that lifted […]


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BLOG

Great Companies Befriend Time. So Must Their Investors

Everyone wants the returns that come from holding a great company for decades. But not everyone can actually sit through the 50%-plus drawdowns that come along the way. In our new book, The Art of Enduring, we explore why time favours great companies, and why staying invested in them is so hard, but can be […]


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