Siddharth Joshi
Siddharth Joshi comes from technology background.
Siddharth Joshi heads Operations and Technology at Marcellus. He has more than 18 years of experience in Technology where he provided technology consultation to a variety of functions within investment banks and financial institutions.
Prior to Marcellus, he was associated with Nomura, where he has led multiple teams, responsible for providing IT solutions to front office, operations and risk.
His expertise is in Middleware, Automation, DevOps, Cloud and Messaging for low-latency trading. Prior to Nomura, he has working with Wells Fargo and TCS.
Siddharth has a Bachelor of Engineering from Rajiv Gandhi University, Indore.
Articles by team Marcellus
Portfolio Performance and Update on Fundamentals - February 2025
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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Global Compounders: The Diversification “Free Lunch”
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 20-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. The US market has a track record of strong, earnings led returns despite modest GDP growth. This places it among the top performing markets globally over a […]
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The Most Indebted People in the World
Over the past decade, not only have Indians borrowed at an increasing rate whilst their incomes have stagnated, but now they are also one of the most indebted people across the world (excluding mortgages), surpassing the US and China. Most worryingly , most of these retail loans are NOT for creating assets but for satisfying […]
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