- Develop a multi-cap portfolio of financial stocks that includes not only lenders but also general insurers, life insurance, fund managers and brokers. Basically, Marcellus King of Capital concentrates on including niche financial businesses in its portfolio.
- The non-borrowing portion of the portfolio provides stability to the portfolio during periods of stress. The investment team of Marcellus King of Capital believes that insurance firms have a lower beta than lending firms, while asset management and investment firms do not take any balance sheet risks.