Jaibir Singh Sethi

Jaibir joins Marcellus from Premji Invest, India’s largest family office by assets under management

Jaibir joins Marcellus from Premji Invest, India’s largest family office by assets under management, where he spent 9 years as a member of the team that managed ~US$3bn in listed equities with the last 3 years being spent as head of research. Prior to that, Jaibir worked for CLSA and Clear Capital in research roles. Over a career spanning 16 years in equities, he has tracked multiple sectors, including consumer, retail, autos, hotels and airlines.

Qualification: Jaibir is CFA charter holder with a B.Com (Hons) from St. Xavier’s College, Kolkata, and a Post-graduate Diploma in Management from the Indian Institute of Management – Bangalore.

Articles by team Marcellus

NEWSLETTER
Global Compounders: Why have we underperformed the S&P500 in 2026?

Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings growth and shareholder wealth compounding. Our underperformance vs S&P500 in 2026 has played out in two parts – in line until Feb’26 and underperformance post that. Two factors explain the underperformance: 1) […]


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NEWSLETTER
Isaac Newton and the Madness of Men

Marcellus’ Global Compounders Portfolio (GCP) strategically invests in ~40 deeply moated global companies aligned with megatrends, with an aim to provide steady earnings and shareholder wealth compounding. Over the last few years, we’ve seen the world get increasingly intoxicated with the AI narrative. While we certainly see long-term merit in this technology and what it […]


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BLOG
Winner Takes Most: Wimbledon-Style Payoffs Await White-Collar Workers

At Wimbledon this July the singles champion took home £3.6mn. The sixty-four players who lost their first match took £80,000 each i.e. the winner earns 45x the losers. That gap is what economists call the ‘Theory of Tournaments’, and two celebrated papers explain why the gap must be that wide. This payoff structure will become familiar […]


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