Ajay Sharma is a seasoned expert in fund management and equity research. He has a deep understanding and a successful track record of managing capital for prestigious institutions, endowments, foundations, and family offices. Before joining Edelweiss, Ajay was the Managing Partner at Calibrium Capital. His entrepreneurial spirit is evident from his founding roles at Flowering Tree Investment Management, mangotown.in.
His career also includes significant tenures at Asian Management (JH Whitney), CLSA, and JM Morgan Stanley, enriching his industry experience.
He is an alumnus of the Indian Institute of Management, Ahmedabad (IIM -A), complemented by a Bachelor of Pharmacy from the Indian Institute of Technology, Varanasi.
Ajay has a unique skill, he has analysed and invested in companies not just in India, but also China, Japan, Australia and South East Asia. He brings a truly global perspective to investing.
Ajay is an award-winning analyst. He was the top-rated analyst by Asiamoney & Business Today. He published some thought-provoking research of the healthcare industry and predicted severe price deflation in generics.
He has built businesses from scratch which include Asset Management, 3D Printing and Therapy Centres for special needs children.
Having been an entrepreneur himself and interacted with many, Ajay understands entrepreneurs, he can relate to the difficulty they face in building out businesses through all the ups and downs, the peaks and the valleys.
From the 25 years of being an investor and entrepreneur, Ajay has formulated a unique investment philosophy. The G2G Framework, Buy businesses during 1) Good-to-Great phases, and Avoid 2) Great-to-Good pitfalls. He believes everything is cyclical including businesses we invest in. His portfolio construction and risk management is driven by a disciplined and process driven approach, which leads to better investment outcomes.
Ajay is a voracious reader and tennis player.
