Pramod Gubbi, CFA
Pramod is one of the Founders of Marcellus
He was the Managing Director & Head of Institutional Equities, at Ambit Capital (from 2016 to 2018)
Pramod is one of the founders of Marcellus. In the final two years of his 8 year stint in Ambit Capital, Pramod was Managing Director & Head of Institutional Equities (from 2016 to 2018). Prior to that Pramod, served as the head of Ambit’s Singapore office from 2013-2016. Before joining Ambit, Pramod worked across sales and research functions at Clear Capital, a British equity research firm. Pramod is Head of Sales in Marcellus and manages the sales & marketing efforts of the firm. He also sits on Investment Committee that discusses and approves investment strategies of the firm.
Besides being a technology analyst, Pramod has served in technology firms such as HCL Technologies and Philips Semiconductors’ Indian arm in Business Development and Engineering respectively.
Qualifications : Pramod is CFA charter holder with a B.Tech from Regional Engineering College, Surathkal and a Post-graduate Diploma in Management from the Indian Institute of Management – Ahmedabad.
Articles by team Marcellus
‘Capitalism Without Capital’ Fuels CCP
Capitalism without capital, i.e., the growing prominence of companies who are plays on intellectual rather than physical assets, is now increasingly prominent in India. Marcellus’ Consistent Compounder Portfolio (CCP) is actively participating in this theme. Over the past 5 years, profits of companies in our current CCP portfolio have grown at a significantly faster pace […]
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Portfolio performance and update on fundamentals
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till September 30th, 2024 and is net of annual performance fees (Except for Little Champs Portfolio) charged for client accounts whose account anniversary/performance calculation date falls upto the last date of this performance period. Since, for Little Champs Portfolio, […]
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The Big Are Getting Bigger and the Southern Ascendancy
Over the last 10 years, whilst India Inc’s PAT has grown at 17% p.a. on an average, the median Indian company’s PAT has grown at 15%. Delving into this gap between the average vs the median gave us two findings: (a) larger companies have grown profits faster than smaller companies; and (b) southern Indian companies’ […]
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