Achint Bhagat
Achint spent five years of his career as an equity research analyst and was part of the highly rated research team at Ambit Capital.
Achint has 10+ years of experience in the capital markets. He spent five years of his career as an equity research analyst and was part of the highly rated research team at Ambit Capital. He then moved to the US to help set-up Ambit’s equity sales presence in North America. At Marcellus, he will lead the sales and business development function in the Western Hemisphere.
Qualifications: Achint is a qualified Chartered Accountant and a CFA charter holder. He also holds Series 7 & and Series 63 certifications of FINRA.
Articles by team Marcellus
MeritorQ: CAPE Fear
In this newsletter, we look at current market valuation levels implied by the cyclically adjusted price to earnings ratio (CAPE). Going by past history, our analysis suggests that at current CAPE levels, Indian investors should be more cautious on forward-looking market returns. Irrespective of market valuation, we believe MeritorQ’s low-risk approach of picking profitable, low-debt […]
READ MORE
Global Compounders Portfolio: Update on Favourable Policy/Regulatory Change
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. This portfolio is agnostic to market cap or sectors, and targets to deliver excess return through different periods in the cycle. As India catapults into the most […]
READ MORE
Creative Destruction on an Epic Scale in India Inc
As per data from the Income Tax department, of all Indian companies that filed non-zero tax returns for FY22, only 17% saw growth in PAT in real terms over the preceding ten years. And these 17% accounted for 98% of corporate India’s PAT. Furthermore, data from the CMIE shows that the prospect of upward mobility (in terms […]
READ MORE
Also featured in
Marcellus’ webinars with Ashoka University: Part 1 – Ashwini Deshpande on ‘The Rise of Indian Women’
Kings of Capital Webinar with Prudent Corporate’s Founder & MD, Sanjay Shah
Marcellus GCP Webinar - Global Investing Made Easy!