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 and was ranked #2 best India sales person covering USA by AsiaMoney Polls 2021. 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.
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. As GCP reaches its first birthday, we reflect on our journey. Despite the brief time span, it’s reassuring to witness the portfolio’s progress aligning with our expectations, […]
The majority of the listed companies in India fail to beat the market cap weighted index. In this newsletter, we discuss why the odds are stacked against an individual investor owning a small set of stocks. Over a longer investment horizon, returns of benchmark indices as well as the net wealth created in stock markets […]
Post-1947, India’s economy has been through four distinct eras. Now, with socialism fading away and with the country increasingly operating as a free market economy, we see five distinct directions in which India’s economy will evolve over the next decade: (1) Profits will polarize in the hands of a few highly efficient companies; (2) Wealth […]