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
The Kings Stand Tall as the Storm Approaches
Over the last 3M/6M/1Yr/2Yrs KCP has been able to consistently outperform both Nifty and Bank Nifty. Whilst our investment approach remains long term, we believe it is prudent to analyze the drivers of this outperformance. As we look back at the performance of KCP, note that the period from ‘Nov’21-Mar-23’ was a major drag on portfolio […]
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Portfolio Performance and Update on Fundamentals - April 2025
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till March 31st, 2025 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, performances […]
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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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