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
MeritorQ: Profiting from the Dislocation in Indian Megacaps
Although India’s 20 most profitable listed companies (the ‘Megacaps’) account for around 50% of the profits generated by the BSE 500 companies, these Megacaps account for just 34% of the BSE500’s market cap (down from 41% a decade ago and 45% nearly two decades ago). Indian retail investors’ fascination with small caps seems to be […]
READ MORE
Marcellus Portfolio performance and update on fundamentals
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure Consistent Compounders Portfolio (CCP) During FY24 (12 months ending 31st March 2024), Marcellus’ CCP Portfolio delivered 24% […]
READ MORE
The Underdog Ascends: The Rise of a New Indian Elite
The joining up of India, digitally and physically, has democratized access to economic opportunities. This has helped new groups of people rise in the Indian economy. These newly ascendant people are neither based in India’s megacities, nor did they study in elite universities and nor do they belong to the socially privileged castes. From […]
READ MORE
Also featured in
Kings of Capital Webinar: Update on latest fundamentals of the KCP portfolio companies
The Road Ahead for our Little Champs
Revisiting Double Engine Compounding and an update on Consistent Compounders Portfolio