AMC :Marcellus

Strategy: Little Champs

Category : Small Cap

Incep Date :01-08-2019

Investment Objective :

The objective of the Strategy to invest in a concentrated portfolio of heavily moated companies that can drive healthy earnings growth over long periods.

Investment Description :

Identity small-cap companies (Market cap < US$500 Million or approx. 3500 Cr ) with excellent corporate governance and capital allocation track record and strong sustainable competitive advantages built around brands, business processes and strategic asset.

Investment Strategy :

• Objective analysis based on 12 accounting ratios covering income statement (revenue/ earnings manipulation), balance sheet (correct representation of assets/liabilities), cash pilferage and audit quality checks. • First rank stocks on each of the 12 ratios individually. These ranks then cumulated across parameters to give a final pecking order on accounting quality for stocks. And, then handing picking companies from filtered universe after interaction with industry players, competition, channel partners etc.

Scheme Document

Coming soon