Little Champs portfolio of Marcellus Investment Managers (Saurabh Mukherjea)

The key objective of the Marcellus Little Champs Portfolio is to own a portfolio of about 15 sector leading franchises with a stellar track record of capital allocation, clean accounts & corporate governance and at the same time high growth potential. While the Fund intends to fill the portfolio with winners, it wants to be sure of staying away from dubious names where the managers are not convinced about the cleanliness of accounts or the integrity of the promoters (even though business potential may sound promising) as the fruits of company’s performance may not get shared with minority shareholders. The Fund intends to keep the portfolio churn low (not more than 25-30% per annum) to reap the benefits of compounding as well as minimize trading costs.

Little Champs portfolio continued to deliver healthy earnings growth in FY23. The latest portfolio is as follows: