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

NEWSLETTER
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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NEWSLETTER
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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BLOG
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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