Arindam Mandal
Prior to joining Marcellus, Arindam spent nearly a decade in the United States working for Principal Global Investors (PGI).
Prior to joining Marcellus, Arindam spent nearly a decade in the United States working for Principal Global Investors (PGI). He started as a Quantitative Analyst and then transitioned to fundamental research, serving as the sector analyst for US Industrials and Utilities. Arindam oversaw India public equity investments across the equity strategies and established himself in the firm as an expert in the Indian market. Prior to that, Arindam worked as a Lead Software Engineer for Oracle Corporation’s product development team.
Qualifications: Arindam holds a Bachelor of Technology degree (First Class with Distinction) from NIT Warangal. He received the highest honors in Finance for his MBA from Duke University’s Fuqua School of Business.
Articles by team Marcellus
MeritorQ: Minimizing Risk by Focusing on Errors of Commission
Balancing the trade off between errors of commission and errors of omission in stock picking is essential to any investing process. In this newsletter we explain why these two errors are NOT created equal and usually portfolio hit rate is more sensitive to errors of commission. MeritorQ‘s rigorous rules-based screening steps in which we reject […]
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Navigating our Rising Giants through the SMID Meltdown
The BSE500 index companies (especially the bottom 250 market-cap companies in the index) have witnessed significant moderation in their earnings in recent quarters. This together with their elevated valuations (especially for the smaller cap stocks) represents a formidable challenge for most smidcap portfolios in India. In this difficult environment, the Rising Giants portfolio companies’ earnings […]
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Exit the Salaryman, Enter the Entrepreneur
Even as conventional white-collar employment becomes a tricky proposition, entrepreneurial opportunities are proliferating in modern India. For educated Indians, this shift – from a white-collar professional’s mindset to an entrepreneurial mindset – requires considerable attitudinal retooling. Ironically, those Indians who are able to make this shift are succeeding not just as entrepreneurs but also in […]
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