Subscribe to our blogs and newsletters

Tell us about you

* denotes mandatory fields







How much are you looking to invest?




Book a call with our Investment Counsellor to review your investments.

Thanks for sharing your details with Marcellus.

Something went wrong...

Your details were unfornutely not saved. Please click here to fill the form again

Editor's Picks

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 […]


READ MORE
NEWSLETTER

Global Compounders: Why have we underperformed the S&P500 in 2026?

Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings growth and shareholder wealth compounding. Our underperformance vs S&P500 in 2026 has played out in two parts – in line until Feb’26 and underperformance post that. Two factors explain the underperformance: 1) […]


READ MORE
BLOG

Investing in boring, old-fashioned companies that allocate capital sensibly

Like our favourite cricketer, Rahul Dravid, the 7 companies decoded by us a decade ago in ‘The Unusual Billionaires’ delivered market beating performance by focusing on 3 principles which are simple to understand but hard to deliver on: (a) stick to the core and expand only into adjacencies; (b) focus on deepening your existing moats; and (c) […]


READ MORE