Arjun has 16 years of work experience, of which, the first 10 years were as an Equity Strategist
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
Investors’ decision making is often underpinned by a key psychological trait – loss aversion. As explained by Noble laureate Daniel Kahneman, the result of ‘loss aversion’ is that our pain from losses is more than twice the joy from equal amounts of gain. Juxtaposing this idea to the CCP investing approach discussed in our book […]
This month we place the spotlight on Vijaya Diagnostic Centre Limited (Vijaya), a leading diagnostic player in Andhra Pradesh and Telangana, and one of the few organised players to offer an integrated offering of pathology (2/3rd revenue contribution) and radiology (1/3rd share of revenues). Vijaya has consistently outperformed its integrated diagnostic peers (FY18-22 average EBITDA margin nearly […]
Great franchises in modern India are increasingly defined not by their physical capex & infra investments; rather they are determined by how much and how well they invest in intangible assets and reap non-linear benefits thereof. In the decade ending 2012, approximately 50% of the ten biggest wealth creators in the Indian stock market belonged […]
Marcellus MeritorQ Webinar in GUJRATI – The Power of Checklists
Discussion with Nandan Nilekani & Saurabh Mukherjea - "How Digital Public Goods are Changing India"
Marcellus “Kings of Capital” Webinar – Update on the KCP Portfolio.
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