Manish Hemnani
Manish is one of the Founders of Marcellus. Manish comes from
quantitative data analytics and research background.
Manish is one of the Founders of Marcellus. Manish comes from quantitative data analytics and research background, and has more than 12 years of experience working with banks and financial institutions across east-Asia, India and Europe. Prior to founding Marcellus, he founded Crosstab Limited (2011), a London based quantitative data analytics outfit. Prior to that he worked with a Mumbai based boutique analytics consulting firm.
Manish holds an MBA from University of Warwick – Warwick Business School (UK).
Articles by team Marcellus
MeritorQ: Rebalancing Bonus
We have previously highlighted in MeritorQ: The Moneyball of Quality Investing the key reasons to rebalance in the context of MeritorQ’s investment rules. In this newsletter, we delve into how rebalancing between uncorrelated equity styles like Quality and Value, which forms the basis for selecting stocks in MeritorQ, further enhances MeritorQ’s returns. We call this the […]
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Portfolio Performance and Update on Fundamentals - December 2024
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till December 31st, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]
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University Education and the Illusion of Learning
In a year in which, over 80% of India’s latest crop of graduates failed to get jobs, we find that university education in India neither increases the probability of employment nor gives an uplift to earnings. These challenges are being exacerbated by the rise of AI & automation. Specifically, the skills necessary to thrive in […]
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Our Little Champs and the Rising Giants!
How is our Kings of Capital holding up in the wake of asset quality issues cropping up everywhere?