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
Making Money from Luxury Goods Manufacturers
Marcellus’ Global Compounders Portfolio (GCP) invests in 25-30 deeply moated global companies which are listed in developed countries. The nature of the products and services – which cater to global economic megatrends – and the moats developed around process capacity, R&D, and capital allocation, are the key factors that contribute to the consistency of free […]
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Wealth Compounding = High ROCEs + Reinvestment of Profits
Starting this month, we are rolling out a joint newsletter across our four domestic PMS Products. In this edition, we revisit the basic principles underlying Marcellus’ investment philosophy i.e. a firm’s ability to generate Free Cashflows (FCF) and grow them at a healthy rate sustainably over the long term. We take a look at: a) […]
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India’s High Corporate Tax Rate is Holding Back Corporate Capex
Courtesy the face-off between China and the United States, India has a once-in-a-generation opportunity to become the factory of the world for knowledge-intensive light industrial manufacturing in sectors such as electronics, pharmaceuticals and specialty chemicals. However, India’s competitiveness is hindered by an effective corporate tax rate that is 4%-points higher than America’s or China’s. This […]
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Marcellus MeritorQ Webinar - An Outlier Amidst Averages.
Marcellus ‘Global Compounders Portfolio’ (GCP) for Global Equities Investments (via GIFT City)
Marcellus ‘Consistent Compounders’ Webinar – Optical Illusions in Equity Investing.