We do this by being trustworthy and transparent capital allocators. Our philosophy at Marcellus has evolved from the ideas of Kirby and Thiel, which we have refined further.
Our investing approach has three pillars –
Our quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define our investible universe.
We look for companies with superior track record of capital allocation. We love companies that generate free cash flows and reinvest them in the business to fuel further growth.
Our experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats.
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Each company in our portfolio goes through a rigorous and uncompromising filter before they are selected in our investment basket.
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Our flagship PMS product that invests in companies with clean accounts, superior record of capital allocation and high barriers to entry.
Small-cap strategy that invests in companies with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages.
Our financials sector focused investment strategy with a portfolio banks, NBFCs, life and general insurers, asset managers and brokers.
Equity investing can be a complex business. The variables at play are...
Read OUR NEWSLETTERSP/E multiples are deceptively damaging for anyone seeking long term...
VISIT OUR BLOGPrefer watching to reading? Check out our webinars and videos here
WATCH OUR VIDEOSOver the years we've authored several books that reflect our thinking
Recent release
by Saurabh Mukherjea, Rakshit Ranjan, Salil Desai
There are three reasons why reading Marcellus’ latest book will help those who are interested in the stock market: (1) Our guru, Sir John Kay’s Foreword will help you appreciate the basics of sensible investing in five minutes flat. (2) Accounting fraud in India is widespread and complex and this book will help you understand the principles of fraud detection.
A Portfolio Management Service is a platform created especially for high net-worth individuals to provide customized solutions for their financial investment needs. Investment management solutions in a PMS can be provided in three ways – Discretionary Portfolio, Non-Discretionary Portfolio, Advisory Portfolio.
Portfolio Management Services are regulated by Securities and Exchange Board of India (SEBI) under PMS Regulations.
Yes. For investment in listed securities, an investor is required to open a new demat account in his/her own name.
The minimum ticket size applicable at the time of opening a new account, is the same as regulatory minimum of Rs. 50 lakhs.
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