How Marcellus Invests Globally: A Deep Dive with Founding Partner Pramod Gubbi”

In this episode of Method to Madness, we sit down with Mr. Pramod Gubbi, Founding Partner at ‪@InvestwithMarcellus‬ Marcellus Investment Managers, where he leads Sales, Client Advisory, and Marketing and serves as a valuable member of the Investment Committee. A CFA charter holder and alumnus of IIM Ahmedabad and NIT Surathkal, Pramod is known for his thoughtful commentary on market themes and his advocacy of disciplined, long-term investing through uncertainty.

Having previously served as MD & Head of Institutional Equities at Ambit Capital, Pramod shares his perspectives on how Indian investors can navigate both domestic and global opportunities in today’s evolving landscape.

In this episode, he discusses:
How you can run a global portfolio from India
💼 The philosophy behind the Global Compounders Portfolio
🔍 How Marcellus identifies high-quality global businesses
🧠 The research, filters, and frameworks used to build a concentrated global portfolio
📊 Why investing in global compounders helps diversify risk and capture long-term secular trends

Don’t miss this insightful conversation with one of India’s most respected investment voices — Mr. Pramod Gubbi — as he decodes how disciplined investing through uncertainty can drive sustainable wealth creation.

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