India
Saurabh Mukherjea
FollowMarcellus · Indian quality compounders
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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
2026-04-16
Marcellus CCP portfolio shifted away from IT services and large-cap consumption toward healthcare, auto, and export manufacturing amid AI disruption concerns.
Original on marcellus.in ↗ - Navigating India’s Structural ShiftsMemo
2025-12-06
Marcellus CCP updated its quality investing playbook to focus on future flywheels and capital allocation rather than historical metrics, repositioning for India's structural shifts.
Original on marcellus.in ↗ - Earnings Growth in India: Sliding Nifty vs Rising CCPMemo
2025-06-24