Arjun Bhattacharya
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
Articles by team Marcellus
The Risks of Owning an Individual Stock
The majority of the listed companies in India fail to beat the market cap weighted index. In this newsletter, we discuss why the odds are stacked against an individual investor owning a small set of stocks. Over a longer investment horizon, returns of benchmark indices as well as the net wealth created in stock markets […]
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Stress Test for Rising Giants
Marcellus’ Rising Giants portfolio (RGP) aims to discover companies with a high probability of entry into benchmark Nifty50 index over the next 3-5 years thus capturing the outsized returns that typically accrue to potential Nifty50 entrants. Over the past year, some of the RGP stocks have faced temporary headwinds mainly on account of Covid-19 demand normalization, […]
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How Policymakers Have Driven Economic Change in India
Post-1947, India’s economy has been through four distinct eras. Now, with socialism fading away and with the country increasingly operating as a free market economy, we see five distinct directions in which India’s economy will evolve over the next decade: (1) Profits will polarize in the hands of a few highly efficient companies; (2) Wealth […]
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