Topic : Introduction of Marcellus Global Compounders Portfolio
Speaker : Arindam Mandal - Fund Manager at Marcellus @InvestwithMarcellus
Host :- Mr. Vikas Agrawal - Founder & CEO - ALTPORT
In this insightful conversation, Arindam Mandal, Fund Manager at Marcellus, joins Mr. Vikas Agrawal, Founder & CEO – ALTPORT, to discuss the Marcellus Global Compounders Portfolio and the investment philosophy behind identifying high-quality businesses across global markets.
The discussion explores how investors can think about global diversification, business quality, long-term compounding, competitive advantages, and the characteristics that can make certain companies attractive for long-term investors.
In This Episode:
🔹 Introduction to the Marcellus Global Compounders Portfolio
🔹 What makes a company a global compounder?
🔹 Identifying quality businesses across international markets
🔹 The importance of competitive advantages and