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
Earnings Growth in India: Sliding Nifty vs Rising CCP
Nifty50’s EPS growth moderated to 6% YOY in FY25 (from 24% CAGR over FY21-24) whilst valuations remain elevated (21x FY26 P/E for Nifty50). In stark contrast, Marcellus’ CCP portfolio’s earnings growth rate has been in the range of 17%-18% CAGR until FY24 and held firm at 14% YoY in FY25. Amidst a growing earnings growth […]
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Portfolio performance and update on Fundamentals - May 2025
The NIFTY 50 is an Indian stock market index that represents the float-weighted average of 50 of the largest Indian companies listed on the National Stock Exchange. The BSE 500 index is designed to be a broad representation of the Indian market. Consisting of the top 500 companies listed at BSE Ltd., the index covers […]
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The Seventh Commandment: Be Curious, Keep Learning, Ignore Credentialling
Summary: Focus on the ‘inner scorecard’ rather than the ‘outer scorecard’. Focus on continuous learning, knowledge & skill acquisition rather than credentialling. Look for new experiences, new opportunities to acquire knowledge and build new skills. [To find out what the Ten Commandments of Indian Entrepreneurship are, pls click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “We shall not cease from exploration […]
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