India
Saurabh Mukherjea
FollowMarcellus · Indian quality compounders
Featured
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.
Every entry below is an auto-generated factual summary of a public filing or disclosure. Not investment advice. Verify before acting.
- Diversification in a Concentrated Portfolio of CompoundersMemo
2026-04-16
Marcellus shifted CCP away from IT services and consumption toward export manufacturing, healthcare, and quality compounders to hedge AI disruption and domestic growth slowdown.
Original on marcellus.in ↗ - Navigating India’s Structural ShiftsMemo
2025-12-06
Marcellus CCP updated its quality investing playbook to focus on future cash flow flywheels rather than historical metrics, repositioning for India's structural shifts.
Original on marcellus.in ↗ - Navigating India’s Structural ShiftsMemo
2025-12-06