AMC : Marcellus

Strategy : Rising Giants

Category : Mid Cap

Incep Date : 01-12-2021

Investment Objective :

The objective of the Investment Strategy is universe: Listed companies in India in the USD 500m – 10 bn market cap range.

Investment Description :

High quality mid-sized companies have been amongst the largest wealth creators in Indian equities and Marcellus Rising Giants Portfolio is a portfolio focused in this space of quality mid caps companies in India in the USD 500m – 10 bn market cap range.

Investment Strategy :

Marcellus Rising Giants PMS is a Concentrated 15-stock portfolios with the top 4 stocks accounting for around 40% of the portfolio.The next 5 (sizing ranks 5-10) stocks in Marcellus Rising Giants account for ~30% of the portfolio. Sizing ranks 11-15 account for the final 29% of the portfolio. Sizing in Marcellus Rising Giants is based on Longevity framework and forward EPS expectation of analysts. For mid cap stock selection, by Marcellus Rising Giants, the basis of scoring is on ‘Longevity’ (moats, lethargy, succession planning) and EPS growth prospects. And for For small caps stock selection Marcellus Rising Giants follows a ‘Discovery’ framework i.e. growth accompanied by improving profitability and improving FCF thanks to barriers to entry. Seven out of 15 Stocks in Marcellus Rising Giants are Aavas Financiers, Page Industries, L&T Technology Services, Info Edge, Dr Lal Path Labs, GMM pfaudler, Relaxo Footware.

Scheme Document

Coming soon