Featured

Webinar - Marcellus ‘Global Compounders Portfolio’ (GCP) - Global Equities Investments via Gift City



Published
Introducing Marcellus’ Global Compounders Portfolio :
GCP companies dominate industries which form the backbone of global economic growth. These companies are the enablers of global sustained megatrends . The strengths of these businesses are built around excellence in process, product innovation and capital allocation. With average age of the portfolio companies being greater 6 decades, with more than 20 years of greatness and dominance in their present lines of businesses, GCP companies display the characteristics of exceptional resilience while delivering compelling growth.

Constructing Marcellus’ GCP:
15 months ago, we started building a separate team of investment professionals for Global Equities Investments. Subsequently, the GCP portfolio was constructed using:
a) Quantitative filtering process to define the coverage universe;
b) Bottom-up deep-dive into understanding stock-level fundamentals
c) a proprietary framework for position sizing - designed to produce healthy returns over an extended period of time.

Save the date for our forthcoming webinar where our Global Equities fund management team will introduce Marcellus’ GCP portfolio for investments via GIFT City - LRS route for resident Indians

Note: the above material is neither investment research, nor investment advice. Marcellus does not seek payment for or business from this material/email in any shape or form. Marcellus Investment Managers Private Limited (“Marcellus”) is regulated by the Securities and Exchange Board of India (“SEBI”) as a provider of Portfolio Management Services. Marcellus is also a US Securities & Exchange Commission (“US SEC”) registered Investment Advisor. No content of this publication including the performance related information is verified by SEBI or US SEC. If any recipient or reader of this material is based outside India and USA, please note that Marcellus may not be regulated in such jurisdiction and this material is not a solicitation to use Marcellus’s services. This communication is confidential and privileged and is directed to and for the use of the addressee only. The recipient, if not the addressee, should not use this material if erroneously received, and access and use of this material in any manner by anyone other than the addressee is unauthorized. If you are not the intended recipient, please notify the sender by return email and immediately destroy all copies of this message and any attachments and delete it from your computer system, permanently. No liability whatsoever is assumed by Marcellus as a result of the recipient or any other person relying upon the opinion unless otherwise agreed in writing. The recipient acknowledges that Marcellus may be unable to exercise control or ensure or guarantee the integrity of the text of the material/email message and the text is not warranted as to its completeness and accuracy. The material, names and branding of the investment style do not provide any impression or a claim that these products/strategies achieve the respective objectives. Further, past performance is not indicative of future results. Marcellus and/or its associates, the authors of this material (including their relatives) may have financial interest by way of investments in the companies covered in this material. Marcellus does not receive compensation from the companies for their coverage in this material. Marcellus does not provide any market making service to any company covered in this material. In the past 12 months, Marcellus and its associates have never i) managed or co-managed any public offering of securities; ii) have not offered investment banking or merchant banking or brokerage services; or iii) have received any compensation or other benefits from the company or third party in connection with this coverage. Authors of this material have never served the companies in a capacity of a director, officer or an employee.

This material may contain confidential or proprietary information and user shall take prior written consent from Marcellus before any reproduction in any form.
Category
Management
Be the first to comment