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.
Over the last decade, while the BSE Small Cap index constituents have grown operating profits in low teens, the Little Champs constituents have consistently delivered 20%+ EBITDA growth. This has resulted in superior, consistent long term returns alongside sharper recoveries post drawdowns than the BSE SmallCap index. In recent quarters, while the fundamentals for Little […]
MeritorQ uses forensic ratios to evaluate the accounting quality of Indian companies. As we highlighted in our February newsletter – Forensic Accounting Using Quant Methods Boosts Returns – our accounting checks can identify accounting frauds well in advance of the actual drawdown event. Using the specific examples of two companies in this newsletter, we discuss how accounting […]
P/E multiples are deceptively damaging for anyone seeking long term gains from equity investments. If we take the 21 stocks which have had consistently “high P/Es” over the past 13 years, their median compounded returns have been 17% p.a. (vs the Nifty’s total return of 11% p.a.). Furthermore, if we were to look at a […]
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