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 Masters 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: The Four Pillars of American Capitalism

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. A large part of our portfolio comprises of American firms, and for good reason. Over the last 30 years, US equities have demonstrated exceptional ability to generate […]

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 […]

India Stack 2.0: Using AI to Democratize Access to Tech

India’s methodical build of digital public goods, starting with Aadhaar, followed by Jan Dhan (bank accounts for all), and accompanied by affordable mobile connections (courtesy Jio) has led to successes such as the Unified Payments Interface (UPI). The next step in this journey seems likely to be to ensure that India Stack becomes truly transformative […]


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