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.
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- Diversification in a Concentrated Portfolio of CompoundersMemo
Apr 16, 2026
Marcellus shifted CCP away from IT services and consumption toward export manufacturing, healthcare, and quality compounders to hedge AI disruption and domestic growth risks.
Original on marcellus.in ↗ - Navigating India’s Structural ShiftsMemo
Dec 6, 2025
Marcellus CCP argues India's quality-investing playbook must shift from historical metrics to capital-allocation flywheels as GST, UPI, and Covid reshaped moats.
Original on marcellus.in ↗ - Navigating India’s Structural ShiftsMemo
Dec 6, 2025
Marcellus CCP argues India's structural shifts have made historical fundamentals unreliable, pushing the firm toward flywheel-based quality investing.