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.
Investors’ decision making is often underpinned by a key psychological trait – loss aversion. As explained by Noble laureate Daniel Kahneman, the result of ‘loss aversion’ is that our pain from losses is more than twice the joy from equal amounts of gain. Juxtaposing this idea to the CCP investing approach discussed in our book […]
This month we place the spotlight on Vijaya Diagnostic Centre Limited (Vijaya), a leading diagnostic player in Andhra Pradesh and Telangana, and one of the few organised players to offer an integrated offering of pathology (2/3rd revenue contribution) and radiology (1/3rd share of revenues). Vijaya has consistently outperformed its integrated diagnostic peers (FY18-22 average EBITDA margin nearly […]
Great franchises in modern India are increasingly defined not by their physical capex & infra investments; rather they are determined by how much and how well they invest in intangible assets and reap non-linear benefits thereof. In the decade ending 2012, approximately 50% of the ten biggest wealth creators in the Indian stock market belonged […]
Marcellus MeritorQ Webinar in GUJRATI – The Power of Checklists
Discussion with Nandan Nilekani & Saurabh Mukherjea - "How Digital Public Goods are Changing India"
Marcellus “Kings of Capital” Webinar – Update on the KCP Portfolio.
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