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
Diversification in a Concentrated Portfolio of Compounders
In an uncertain macroeconomic environment shaped by AI disruption and shifting global geopolitics, the Consistent Compounders Portfolio (CCP) strategy has evolved significantly. While maintaining a concentrated portfolio focused on good-quality businesses, we have diversified our top holdings across uncorrelated sectors such as healthcare, auto components, and export-led manufacturing. This deliberate shift away from our historical […]
READ MORE
Marcellus' Portfolio Updates & Insights - February 2026
marcellus.in From Our CIO’s Desk RBI’s Report Flags Indian Consumer’s Debt Trap For the past year, we have warned that the Indian middle class is financing its lifestyle through a precarious reliance on debt. The RBI’s latest Financial Stability Report (FSR) has now validated these concerns, signalling that the “consumption story” is hitting a wall […]
READ MORE
Who Will Win the LLM Wars and How Can Investors Benefit from the same?
Tempting as it is to declare a winner in the LLM wars every week or month (depending on the latest capability demonstrated by Claude or Gemini or ChatGPT), such predictions are a waste of time because of just how fluid the AI landscape is. All we know for sure is that AI is an important […]
READ MORE
Also featured in
Demystifying the Security of Clients' Monies in PMS & Mutual Funds
The Global Compounders: AI, Valuations, and the Road Ahead
SMID on the Mend: A Deep Dive into our Little Champs & Rising Giants' Revival