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
Little Champs: Rising Again on its Sixth Anniversary
After enjoying a splendid run in the first three years of its inception, Little Champs portfolio’s (LCP) returns and earnings growth deteriorated from September 2022 – March 2024. On LCP’s 6th anniversary we focus on what went wrong during this period, the lessons learnt and the course correction we undertook around 18 months ago. The steady […]
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MeritorQ: Low-Risk Investing with Sound Fundamentals
In this newsletter, we discuss the so called “low-risk” anomaly which posits that high beta (or high risk) stocks underperform low beta or (low risk stocks) over the long term i.e. there is NO extra return to be earned from owning riskier stocks. We show that this low-risk anomaly works in India as well. In this context, […]
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White Collar Jobs Growth & Wage Growth: Twin Drivers of India’s Slowdown
From Diwali 2023 onwards, Indian companies’ earnings growth has decelerated at a rapid rate. Underpinning this deceleration is a sharp conk-off in consumption growth, long the mainstay of the Indian economy. Key drivers of this consumption downturn are a sharp deceleration in white collar job creation alongside a reduction in real wages for white collar […]
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