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
‘Capitalism Without Capital’ Fuels CCP
Capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, is now increasingly prominent in India. Marcellus’ Consistent Compounder Portfolio (CCP) is actively participating in this theme. Over the past 5 years, profits of companies in our current CCP portfolio have grown at a significantly faster pace […]
READ MORE
Portfolio performance and update on fundamentals
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till September 30th, 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, […]
READ MORE
The Big Are Getting Bigger and the Southern Ascendancy
Over the last 10 years, whilst India Inc’s PAT has grown at 17% p.a. on an average, the median Indian company’s PAT has grown at 15%. Delving into this gap between the average vs the median gave us two findings: (a) larger companies have grown profits faster than smaller companies; and (b) southern Indian companies’ […]
READ MORE
Also featured in
CCP Webinar: ‘Enterprising Compounders’ = Capitalism Without Capital
Behold the Leviathan - The Unsual Rise of Modern India
MeritorQ Webinar : Through the lens of CAPE!