Name: Marcellus MeritorQ- AuA based Fee plan
Brand: smallcase
SKU: MCELMO_0008
Price: 475361 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 500 Index

Marcellus MeritorQ- AuA based Fee plan

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 Index.

The team does in-depth research to decide the criteria to be used for constituent screening

The companies from universe are screened basis following in a step-wise manner:<ol><li>Marcellus' forensic accounting screen.</li><li>Remove companies with high debt to equity.</li><li>Remove companies with inconsistent profitability.</li></ol> From this screened list, around 30-45 companies, which are both profitable as well as undervalued, are selected at each semi-annual rebalance.

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

This smallcase will be rebalanced on an as-needed basis

The final screened constituents are then weighted according to the selected asset allocation algorithm

Marcellus MeritorQ- AuA based Fee plan

Marcellus MeritorQ- AuA based Fee plan

Overview

Stocks & Weights