Krishnan V R
Krishnan leads the Quantitative Research team at Marcellus.
Krishnan leads the Quantitative Research team at Marcellus. He has around 10 years of experience spanning both equity and fixed income research. Prior to Marcellus, he was part of the New Indexes Development team at Morningstar, where he was involved in creating systematic, rules-based equity and multi-asset investment products. Before that, he was an equity analyst with D.E. Shaw & Co. and a credit analyst at Goldman Sachs Asset Management (GSAM) EM Corporate Debt Team.
Qualification: Krishnan has completed his MBA from IIM, Kozhikode and Engineering from NIT Trichy. He is also a CFA charter holder.
Articles by team Marcellus
Marcellus Portfolio Updates & Insights - September 2026
marcellus.in From Our CIO’s Desk How Does Kings of Capital Beat the Benchmark with Boring, Well-Managed Companies? Over the past 1, 2, and 3-year trailing periods, our financial services strategy—the Kings of Capital Portfolio (KCP)—has outperformed its benchmark. Our investment process avoids chasing short-term market momentum, focusing instead on well-managed businesses that allocate capital […]
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Marcellus Portfolio Updates & Insights - August 2026
From Our CIO’s Desk Is Quality Investing Making a Comeback in India? Over the last five years (FY21–25), high-quality businesses—companies with clean accounting, strong management, and high returns on capital—lagged the broader market. The reason was simple: a post-COVID surge in household “revenge spending” and government infrastructure capex created a rising tide that lifted […]
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Great Companies Befriend Time. So Must Their Investors
Everyone wants the returns that come from holding a great company for decades. But not everyone can actually sit through the 50%-plus drawdowns that come along the way. In our new book, The Art of Enduring, we explore why time favours great companies, and why staying invested in them is so hard, but can be […]
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