Saurabh Mukherjea & the Power of Consistent Compounders | Marcellus Investment Managers

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Marcellus is a premier investment management firm dedicated to identifying consistent compounders in the Indian and global markets. Founded in 2018 and led by Saurabh Mukherjea, Marcellus Investment Managers employs a meticulous process to construct its portfolio. In this video, we uncover the guiding principles of Marcellus, how the team constructs its portfolio, how the different portfolios have performed and my own views on the Marcellus philosophy

Marcellus combines extensive bottom-up research with a top-down perspective to identify companies with robust growth potential. The portfolio (Consistent Compounders Portfolio, also known as CCP) is designed to strike a balance between risk and reward, ensuring optimal performance for investors for wealth generation over extended period. These consistent compounders are the backbone of Marcellus' investment strategy.

👉 Video Chapters:
00:00 Should I Invest My Money in Marcellus
00:19 About Marcellus Investment Managers
01:19 1. Polarization
02:37 2. Great Businesses run by Great People
03:22 3. Consistent Compounders
05:16 4. Valuation
06:28 PE Ratio is Not Redundant per Value Investors
08:19 Different Marcellus Portfolios
08:50 Marcellus Investment Portfolios: Clean Accounting
09:54 Marcellus Investment Portfolios: Capital Allocation
10:31 Marcellus Investment Portfolios: Competitive Advantage
13:14 Performance of Marcellus Funds
14:33 Shankar's Viewpoint

👉 Additional Resources and Reading Material:
‣ Financial Shenanigans (book) : https://amzn.to/45gGmG3
‣ Marcellus Investment Philosophy : https://marcellus-us.com/investment-p...
‣ Marcellus Consistent Compounders Portfolio (May 2023) : https://marcellus.in/wp-content/uploa...
‣ Marcellus Rising Giants (May 2023) : https://marcellus.in/wp-content/uploa...
‣ Marcellus Little Champs (May 2023) : https://marcellus.in/wp-content/uploa...

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Disclaimer: I am not a SEBI registered investment advisor or research analyst. The content posted on this platform is purely for educational purposes and none of it constitutes investing or trading advice. Viewers should do their own research and diligence before investing or acting on the information presented