‘Tilted portfolio towards US firms at cheaper valuations’
Arindam Mandal, Head of Global Equities at Marcellus Investment Managers, advises investors to prioritize the consumption basket, future liability, and diversification when allocating to global markets. He oversees the Global Compounders Fund with Rs 300 crore AUM, which mainly consists of U.S. and European equities of strong companies facing cyclical challenges.