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.
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings growth and shareholder wealth compounding. Our underperformance vs S&P500 in 2026 has played out in two parts – in line until Feb’26 and underperformance post that. Two factors explain the underperformance: 1) […]
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings and shareholder wealth compounding. Over the last few years, we’ve seen the world get increasingly intoxicated with the AI narrative. While we certainly see long-term merit in this technology and what it […]
At Wimbledon this July the singles champion took home £3.6mn. The sixty-four players who lost their first match took £80,000 each i.e. the winner earns 45x the losers. That gap is what economists call the ‘Theory of Tournaments’, and two celebrated papers explain why the gap must be that wide. This payoff structure will become familiar […]