Exclusive Webinar on Marcellus Little Champs – Time to Invest

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Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

An exclusive webinar was held on YouTube hosted by Mr Vikas Agrawal. He is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. In this webinar, Mr Ashvin Shetty, CFA Investments of Marcellus, joined as our honourable guest.

Webinar Overview

In this webinar, our host and our honourable guest talked about many things related to companies’ sizes, specifically small-cap companies and investment opportunities through them. Mr. Ashvin explained how investors get big returns in investing in potentially strong small-cap companies. He also explains how Little Champs manages portfolios and thrives on giving the best return to their clients.

About AIF & PMS Experts India

It is the largest phygital platform for Alternative Investment and Portfolio Management Services.
We are optimistic about India’s growth prospects. We acknowledge the significance of investments as a driver of economic growth. And our Founder, Mr Vikas Agrawal, exemplifies this belief. He is passionate about decoding strengths and untangling business and business management flaws.
Our vision at AIF & PMS Experts India is to foster trust in governance, maintain transparency, and assist our clients in creating long-term wealth. Our numerous products, analytics, and tools are critical to our business and help us achieve our goals.
Mr. Vikas Agrawal’s extensive experience, particularly in Alternative Investing, has given him a bird’s-eye view of the economy. It enables us to enter an untapped investment segment and develop viable investment strategies.

Fund Manager Profile

Mr Ashvin Shetty has more than eleven years of experience in the equity domain. He is one of the founding members of Marcellus.
Before joining the Marcellus, he worked with Ambit Capital and led the coverage of the automobile sector there. He’s also an analyst and used to cover many important aspects of forensic research. Now, he is in Marcellus and successfully managing the portfolios of Little Champs.

Ashvin holds a BCom degree from Narsee Monjee College (Mumbai). He holds the designation of Chartered Accountant (ICAI India) and Chartered Financial Analyst (CFA Institute, USA).

He was ranked in the Starmine Analyst Awards in 2013 and 2016 for his stock-picking abilities. He went on to work as a senior analyst for Ambit’s Mid and Small-cap PMS funds until November 2018. Prior to joining Ambit, he worked as an analyst in the consumer and media space for Execution Noble. From 2004 to 2007, he also worked in the statutory audit departments of KPMG and Deloitte, gaining extensive experience in Indian accounting standards and financial statement analysis.

Investment Philosophy

The goal of Marcellus is to make wealth creation simple and accessible by acting as trustworthy and transparent capital allocators. Marcellus grew out of the ideas of Kirby and Thiel, which they refined further. Their investment strategy is built on three pillars:

Clean Accounts: Our investable universe is defined by our quantitative frameworks, which use a combination of forensic accounting and capital allocation assessment.

Capital Allocation: We seek companies with a strong track record of capital allocation. We admire businesses that generate free cash flows and reinvest them in the business to fuel future growth.

Competitive Advantage: Our experienced investment team builds a portfolio of companies with significant competitive moats using in-depth primary research.

Marcellus Little Champs Fund Performance

Performance 1 month 3 month 6 month 1 yr 2 yr 3 yr 5 yr    10 yr    Since Inception  
Strategy 1.8% -7.6% -3.4% 17.7% 52.5% NA NA NA 34.4%
Index 5.5% -3.3% 0.4% 37.0% 72.4% NA NA NA 38.0%

*As of 31st march, 2022

Webinar Key Points

  • It doesn’t mean that small-cap companies cannot give good returns to their investors.
  • A well-managed balance sheet can provide the chances for investing.
  • If a small-cap has well-maintained accounts, it indicates it can survive the market’s downside.
  • Our guest tried to clarify how mutual funds work and Little Champs.
  • He also explains how a strong company survives the bear market.

Parting Note

Small-cap companies have many reasons to perform well as there is comparatively low scrutiny and less control of management. In most cases, one person manages the workflow and takes all important decisions so that investors quickly invest. The size of this type of company is small the governmental interference is also minimal. Therefore, there are quite opportunities for investors to invest in potential small-cap companies and get good returns.

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