India
Saurabh Mukherjea
FollowMarcellus · Indian quality compounders
Founder and CIO of Marcellus Investment Managers. Built India's most-read framework for identifying high-quality compounders on NSE and BSE — companies with clean books, durable franchise economics, and management track records that survive at least one full business cycle. Author and frequent commentator on Indian markets.
Recent moves
Latest filed · 2025-12-06
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
Quarterly 13F update · 2025-Q4+5 disclosed
What they said
Marcellus CCP argues India's structural shifts have made historical fundamentals unreliable, pushing the firm toward flywheel-based quality investing. (memo)
2025-12-06
What they said
Marcellus CCP argues India's quality-investing playbook must shift from historical metrics to capital-allocation flywheels as GST, UPI, and Covid reshaped moats. (memo)
2025-12-06
What they said
Marcellus CCP argues India's quality-investing playbook must shift from historical metrics to capital-allocation flywheels as GST, UPI, and Covid reshaped moats. (memo)
2025-12-06