Arjun has 16 years of work experience, of which, the first 10 years were as an Equity Strategist across bulge bracket investment banks – Lehman Brothers, Nomura and Macquarie Capital. He then transitioned to Investment Management, where he has worked for the last 6 years, both as an investment analyst and in business development. Prior to Marcellus, he was part of the founding team at Perpetuity Ventures, a boutique fund management outfit.
Qualification: Arjun holds a Bachelor’s degree in Economics from Delhi University, a Master’s degree in Economics from National University of Singapore and MBA from the Indian School of Business (ISB), Hyderabad
Articles by team Marcellus
Global Compounders Portfolio: Maintaining Discipline amidst Pockets of Excess
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. In this newsletter, we present our perspective on valuations in the US market given that we do see signs of excess in S&P 500 valuations. However, these […]
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Slowing Growth + Rising Risks = Quality Lenders finally Outperforming
Loan growth for the banking sector has slowed down to 12% YOY from a peak of 16% and slippages for the higher risk retail lending segments are up anywhere between 2x – 6x vs FY24 levels. The increase in NPAs is a result of: (i) oversupply of credit in the post- Covid retail lending frenzy, […]
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The Brave New World of Middle-Class ‘Gigs’ in India
It seems clear that India has a couple of painful years ahead of it as it grapples with AI reducing the demand for labour in sectors which lie at the heart of middle-class income generation e.g., Financial Services, IT Services, Media and Manufacturing. However, it is also evident that technology is creating new jobs in […]
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