Priya Sharma
Founder & Chief Investment Officer
Biography
Priya Sharma is the Founder and Chief Investment Officer of Ganges Capital, an emerging markets equity fund with a focus on the Indian subcontinent. Priya brings over 15 years of experience investing in South Asian markets, with deep expertise in technology, financial services, and consumer sectors. She previously served as a senior analyst at Fidelity International's emerging markets team and began her career at McKinsey & Company. Priya holds a BTech from IIT Delhi and an MBA from INSEAD.
About Ganges Capital
Ganges Capital is a long-biased equity fund specializing in Indian and South Asian equities. The firm combines rigorous bottom-up fundamental analysis with macro-awareness to identify companies benefiting from India's structural growth story. Assets under management total approximately $1.2 billion.
Presentations at Best Ideas
Fairfax India Holdings: An Asymmetric Bet on India's Infrastructure Renaissance
Fairfax India Holdings trades at a substantial discount to its net asset value, offering investors a leveraged play on India's infrastructure boom through its holdings in Bangalore International Airport, IIFL entities, and other high-quality Indian businesses. This presentation analyzes the underlying asset values, the catalysts for NAV discount narrowing, and why India's demographic dividend and infrastructure spending cycle make this a compelling multi-year opportunity.