Rising Giants
High quality mid-sized companies have been amongst the biggest wealth creators in Indian equities over the last 3, 5 and 10 years.
Overview
The Marcellus Rising Giants (RGP) is a small and mid-cap portfolio focused on high-quality, well-managed Indian companies. Our aim is to identify these companies that show promise around the expansion of their total addressable market organically as well as well thought through capital allocation .
The portfolio is diversified across sectors and geographies, currently holding approximately 30 stocks. With a disciplined approach to valuation and maintaining a higher cash position when valuations are punchy, the portfolio is managed to navigate market dynamics more effectively while remaining steadfast in our core philosophy of investing in clean companies with top-tier governance, excellent capital allocation, and niche market-leading franchises.
The suggested investment horizon for the Rising Giants Portfolio is 5 years or longer, aligning with the time required for the underlying businesses to compound.
Performance
Performance as on 30th April 2025 (figures in %)
*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 March 31, 2025 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.
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