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: Rebalancing Bonus
We have previously highlighted in MeritorQ: The Moneyball of Quality Investing the key reasons to rebalance in the context of MeritorQ’s investment rules. In this newsletter, we delve into how rebalancing between uncorrelated equity styles like Quality and Value, which forms the basis for selecting stocks in MeritorQ, further enhances MeritorQ’s returns. We call this the […]
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Portfolio Performance and Update on Fundamentals - December 2024
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till December 31st, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]
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India’s Middle Class is Losing Ground to the Rich & the Poor
The Indian middle class is losing ground not just to the super rich, but also to the poor. Over the past decade, the average annual income for the Indian middle class has stayed flat whereas that for the low-income group has grown at 4% p.a. Three sets of drivers have come together to squeeze the […]
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Our Little Champs and the Rising Giants!
How is our Kings of Capital holding up in the wake of asset quality issues cropping up everywhere?