Name: Marcellus MeritorQ- AuA based Fee plan Quant
Brand: smallcase
SKU: MCELMO_0008
Price: 473500 INR

At Marcellus, our Purpose is to make wealth creation simple and accessible by being trustworthy & transparent capital allocators. At Marcellus has evolved from the ideas of Kirby and Thiel, which we have refined further. Our investing approach has 3 pillars:

Clean Account
Capital Allocation
Competitive Advantage

Nifty 100 Index

Marcellus MeritorQ- AuA based Fee plan

Marcellus MeritorQ- AuA based Fee plan Quant

Krishnan

A Rules-Based Strategy which seeks to identify Quality companies that are relatively Undervalued.

Large, mid and Small cap companies which are part of BSE 500 or Nifty 500.

The team does in depth research on the criteria to be used for constituent screening.

The companies from the initial investment universe are screened basis the following in a step-wise manner: Marcellus forensic accounting screen, remove companies with high debt, remove companies with inconsistent profitability. Additionally, companies with low or decelerating past growth are also removed. From this screened list, around 30-45 companies, which are both profitable as well as undervalued, are selected at each quarterly rebalance.

Constituents in the final portfolio are weighted basis relative undervaluation measured using free cash flow yield. So companies which are more undervalued get higher allocation in final portfolio.

This smallcase will be rebalanced on an as-needed basis

Marcellus MeritorQ- AuA based Fee plan Quant

Marcellus MeritorQ- AuA based Fee plan Quant

Overview

Stocks & Weights