Marcellus Investment Managers Portfolio

At Marcellus, the purpose is to influence efficient capital allocation in the Indian economy. Marcellus does this by channeling household savings towards high-quality companies with long track records of efficient capital allocation, who in turn deliver superior returns to savers.

• Quantitative frameworks that use a combination of forensic accounting and capital allocation assessment define our investible universe.
• Experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats
• Hold these companies for long periods of time with little or no-churn which allows to capture the benefits of long term compounding and deliver superior returns