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
Portfolio Performance and Update on Fundamentals - February 2025
Note: For all strategies except GCP, Performance data shown is net of fixed fees and expenses charged till December 31st , 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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Global Compounders: The Diversification “Free Lunch”
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 20-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. The US market has a track record of strong, earnings led returns despite modest GDP growth. This places it among the top performing markets globally over a […]
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The Most Indebted People in the World
Over the past decade, not only have Indians borrowed at an increasing rate whilst their incomes have stagnated, but now they are also one of the most indebted people across the world (excluding mortgages), surpassing the US and China. Most worryingly , most of these retail loans are NOT for creating assets but for satisfying […]
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