What to expect from Marcellus’ Little Champs PMS?

The key objective of the Little Champs PMS is to identify and invest in small cap companies with clean management, good capital allocation track record and dominance with strong entry barriers. While we intend to fill our portfolio with winners, we want to be sure of staying away from dubious names where we are not convinced about the cleanliness of accounts or the integrity of the promoters (even though the business potential may sound promising) as the fruits of company’s performance may not get shared with minority shareholders. We intend to not only benefit from the earnings growth of these companies but also from potential valuation rerating as these ‘undiscovered’ names (due to their small size and liquidity) come in the limelight in next few years as they keep on compounding their earnings.

Who should invest in this PMS?

An investor with a time horizon of 3-5 years who want to invest in high quality small-cap companies with an expected long-term compounding of 25-30% should invest in this PMS