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

NEWSLETTER
‘Capitalism Without Capital’ Fuels CCP

Capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, is now increasingly prominent in India. Marcellus’ Consistent Compounder Portfolio (CCP) is actively participating in this theme. Over the past 5 years, profits of companies in our current CCP portfolio have grown at a significantly faster pace […]


READ MORE
NEWSLETTER
Portfolio performance and update on fundamentals

Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till September 30th, 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, […]


READ MORE
BLOG
Why is the Indian Middle-Class Suffering?

Consumption patterns show that India’s urban middle class is suffering. We believe that there are 3 reasons for this: (a) In offices & factories, technology is replacing humans in jobs entailing routine work; (b) The Indian economy is in the early stages of a cyclical economic downturn; and (c) Household balance sheets in India appear […]


READ MORE

Also featured in

2024 © | All rights reserved.

Privacy Policy | Terms and Conditions