The CCP portfolio consists of fundamentally great stocks. We believe it is important for our investors to know exactly what they are owning as it helps them to hold on to the portfolio in times of turbulence. Our portfolio companies faced headwinds such as cost increases, geopolitical issues etc. in the past and emerged stronger from them. In this webinar we discuss the following aspects of the CCP portfolio :
• An update on the latest fundamentals of the CCP portfolio companies.
• How do these fundamentals look like in the context of the industries that these companies operate in?
At Marcellus, we focus on a healthy rate of compounding of the fundamentals of our investee companies as the key driver of long-term portfolio performance – an absolute return focus which also results in healthy relative returns over the long term.
We believe in saying it as we see it when it comes to communicating our investment philosophy. Alongside the weekly blogs and the monthly newsletters where we share with you openly our thoughts and beliefs around investments, we would like to help answer any questions on your mind that we may not have addressed in any of our communiques. If you are not receiving our blogs and newsletters, pls write to email@example.com and we shall make sure they reach you. You can also access all our past blogs, webinars and newsletters on our website www.marcellus.in
Note: the above material is neither investment research, nor investment advice. Marcellus does not seek payment for or business from this material/email in any shape or form. Marcellus Investment Managers Private Limited (“Marcellus”) is regulated by the Securities and Exchange Board of India (“SEBI”) as a provider of Portfolio Management Services. Marcellus is also a US Securities & Exchange Commission (“US SEC”) registered Investment Advisor. No content of this publication including the performance related information is verified by SEBI or US SEC. If any recipient or reader of this material is based outside India and USA, please note that Marcellus may not be regulated in such jurisdiction and this material is not a solicitation to use Marcellus’s services. This communication is confidential and privileged and is directed to and for the use of the addressee only. The recipient, if not the addressee, should not use this material if erroneously received, and access and use of this material in any manner by anyone other than the addressee is unauthorized. If you are not the intended recipient, please notify the sender by return email and immediately destroy all copies of this message and any attachments and delete it from your computer system, permanently. No liability whatsoever is assumed by Marcellus as a result of the recipient or any other person relying upon the opinion unless otherwise agreed in writing. The recipient acknowledges that Marcellus may be unable to exercise control or ensure or guarantee the integrity of the text of the material/email message and the text is not warranted as to its completeness and accuracy. The material, names and branding of the investment style do not provide any impression or a claim that these products/strategies achieve the respective objectives. Further, past performance is not indicative of future results. Marcellus and/or its associates, the authors of this material (including their relatives) may have financial interest by way of investments in the companies covered in this material. Marcellus does not receive compensation from the companies for their coverage in this material. Marcellus does not provide any market making service to any company covered in this material. In the past 12 months, Marcellus and its associates have never i) managed or co-managed any public offering of securities; ii) have not offered investment banking or merchant banking or brokerage services; or iii) have received any compensation or other benefits from the company or third party in connection with this coverage. Authors of this material have never served the companies in a capacity of a director, officer or an employee.
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By: Marcellus Investment Managers
Title: Marcellus Consistent Compounders Webinar – An update on the Portfolio.
Sourced From: www.youtube.com/watch?v=3niz4OvpREo
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