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
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 […]
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) […]
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 […]