Arindam Mandal
Prior to joining Marcellus, Arindam spent nearly a decade in the United States working for Principal Global Investors (PGI).
Arindam brings over a decade of global investing experience, having spent nearly 10+ years in the United States with Principal Global Investors (PGI). He began his career as a Quantitative Analyst before transitioning to fundamental equity research, where he served as the lead analyst covering U.S. and Global Industrials and Utilities. In early 2019, he broadened his investment mandate to include Emerging Markets and oversaw India public equity investments across PGI’s global equity platform. PGI manages more than 100B in equities. His primary fund during this period managed $5B+ in assets. Prior to his investment career, Arindam worked as a Lead Software Engineer in product research and development at Oracle Corporation.
Qualifications: Arindam holds a Bachelor of Technology (First Class with Distinction) from NIT Warangal and earned his MBA from Duke University’s Fuqua School of Business, where he graduated with highest honours in Finance.
Articles by team Marcellus
marcellus.in From Our CIO’s Desk The Case for Multi-Asset Diversification in Volatile Times The ongoing Middle East conflict is a stark reminder that global economies react differently to the same shock. In my recent conversation with Manish Hemnani, we explored why the “old rules” of domestic-only investing must evolve to preserve wealth in this […]
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Marcellus Portfolio Updates & Insights - April 2026
marcellus.in From Our CIO’s Desk The Case for Multi-Asset Diversification in Volatile Times The ongoing Middle East conflict is a stark reminder that global economies react differently to the same shock. In my recent conversation with Manish Hemnani, we explored why the “old rules” of domestic-only investing must evolve to preserve wealth in this […]
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What Does the Singularity Imply for Your Portfolio
Summary: Ray Kurzweil’s Singularity forecast in 2005 — that machine intelligence will so dramatically exceed all human intelligence by 2045 that human life will be irreversibly transformed — was initially dismissed as the speculative musings of an eccentric scientist. However, now that his intermediate forecast for 2029 – that AI will pass the Turing test (i.e., […]
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