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
Indian Banks Don’t Need More Regulation, They Need More Leverage
Indian banks are often criticized for maintaining higher net interest margins (NIMs) compared to their global peers. However, despite higher NIMs, Indian banks’ average RoE of 6.9% over the past decade lags the average RoE of G7 countries’ banks of 9.2%. More importantly, Indian banks have one of the lowest excess return (RoE less 10-year […]
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Portfolio performance and update on fundamentals - June 2025
Global Compounders Portfolio (GCP): June was a constructive month for the portfolio and the broader index. However, the portfolio underperformed the index by approximately 190 bps, as markets were led higher by a sharp rebound in a handful of large-cap semiconductor names—despite elevated valuations. In contrast, our more defensive holdings, including Waste Connections, Berkshire Hathaway, […]
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The Final Commandment: Nurture the next Generation
Summary: Build a business which has multiple generations embedded in it. Train the next gen to be leaders, to understand the time value of money, to bring a disruptive point of view & fresh talent into the business. [To find out what the Ten Commandments of Indian Entrepreneurship are, please click here: https://marcellus.in/blogs/the-ten-commandments-of-entrepreneurship-in-india/] “The third and […]
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