Expert-managed portfolios tailored to your financial goals.
Invests across large, mid, and small-cap companies identified through the Marcellus Forensic Accounting Framework, emphasizing low financial leverage, consistent profitability, and growth. The portfolio comprises the top 30–45 stocks selected by
Omkar Sawant is part of the Investments Team at Marcellus Investment Managers, where he contributes to equity research a... Omkar Sawant is part of the Investments Team at Marcellus Investment Managers, where he contributes to equity research and portfolio strategy. He focuses on identifying high-quality companies through in-depth fundamental analysis and supports the firm’s mission of long-term wealth creation. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | 8.59% | 10.38% | -1.79% |
| 3 Months | -4.42% | -1.73% | -2.69% |
| 6 Months | -9.08% | -4.33% | -4.75% |
| 1 Year | -3.11% | 3.64% | -6.75% |
| 2 Year | 5.16% | 4.67% | 0.49% |
| 3 Year | 14.39% | 14.94% | -0.55% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 10.5% | 11.97% | -1.47% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.64% | -1.3% | -10.82% | 8.59% | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -11.37% | 10.38% | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.3% | -1.75% | 0.55% | -1.79% | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -5.21% | -8.89% | 6.53% | 2.91% | 3.91% | 3.15% | -0.07% | -2.18% | -1.74% | 3.51% | 0.21% | -1.48% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -1.78% | -1.15% | -0.79% | -0.27% | 0.37% | -0.53% | 2.64% | -0.43% | -2.98% | -0.76% | -0.75% | -1.24% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 0.98% | 1.66% | 8.85% | 6.7% | 5.63% | 0.54% | -3.16% | 0.33% | -1.08% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | -2.46% | 0.83% | 1.8% | 2.26% | 4.67% | -1.55% | 3.29% | 0.27% | 0.42% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 45.7 | 44.6 | 39.9 | 42.8 | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 46.5 | 42.4 | 44.9 | 47.4 | 47.9 | 49.6 | 49 | 48.9 | 47.3 | 49.1 | 49.1 | 48.4 |
| 2024 | -- | -- | -- | 18.7 | 23.5 | 27.3 | 30.5 | 33.3 | 34.4 | 40.5 | 43.3 | 45.7 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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Claude
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