Siddharth Joshi
Siddharth has 17 years of experience in managing technology cutting across core development, Infrastructure
Siddharth has 17 years of experience in managing technology cutting across core development, Infrastructure, DevOps, Engineering and Automation. Prior to joining Marcellus, Siddharth worked with Nomura for over a decade where he provided Technology consultation and solution to a wide variety of Business functions including Investment, Trading, Operations and Risk. His area of expertise includes building IT from the ground up and delivering complex transformation projects.
Qualification: Siddharth is an Engineering graduate from Rajeev Gandhi University.
Articles by team Marcellus
MeritorQ: Profiting from the Dislocation in Indian Megacaps
Although India’s 20 most profitable listed companies (the ‘Megacaps’) account for around 50% of the profits generated by the BSE 500 companies, these Megacaps account for just 34% of the BSE500’s market cap (down from 41% a decade ago and 45% nearly two decades ago). Indian retail investors’ fascination with small caps seems to be […]
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Marcellus Portfolio performance and update on fundamentals
*For relative performance of particular Investment Approach to other Portfolio Managers within the selected strategy, please refer https://www.apmiindia.org/apmi/WSIAConsolidateReport.htm?action=showReportMenu Under PMS Provider Name please select Marcellus Investment Managers Private Limited and select your Investment Approach Name for viewing the stated disclosure Consistent Compounders Portfolio (CCP) During FY24 (12 months ending 31st March 2024), Marcellus’ CCP Portfolio delivered 24% […]
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The Underdog Ascends: The Rise of a New Indian Elite
The joining up of India, digitally and physically, has democratized access to economic opportunities. This has helped new groups of people rise in the Indian economy. These newly ascendant people are neither based in India’s megacities, nor did they study in elite universities and nor do they belong to the socially privileged castes. From […]
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