Marcellus Investment Managers
Marcellus Investment Managers aims to affect efficient capital allocation in the Indian economy. To do this, the firm channels household savings towards superior companies with long track records of effective capital allocation. Marcellus holds these companies for long periods of time with little or no churn to capture the benefits of long term compounding and deliver superior returns.
INVESTING APPROACH
Clean Accounts
The firm's quantitative frameworks which use a combination of forensic accounting and capital allocation assessment define its investible universe.
Capital Allocation
The firm looks for companies with a superior track record of capital allocation.
Competitive Advantage
The firm's experienced investment team through in-depth primary research constructs a portfolio of companies with deep competitive moats.