Emerging Asia strategy
After 15 years of delivering sustainable risk adjusted alpha in Indian equities, Minerva is expanding the scope for our investors with the following strategies targeting under-served potential with ASEAN and China.
Explore our Emerging Asia strategy
Emerging Asia
Extending our proven Minerva India Under-served framework to under-institutionalized markets across Asia (ex-Japan, India), identifying deep value disconnects in overlooked businesses with structural and accounting clarity.
Investment Philosophy
We identify sustainable alpha generating business within the spaces in the market that are institutionally under-owned or orphaned.
Focus & Decline
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Geographical Diversification
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High Margin of Safety
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Investment manager
Piyush Sharma launched the Minerva India Under-served strategy in 2011. Having spent time with Citigroup and BSE in India, he moved to United States in 2002, where he covered stocks within Business Services, Autos, Consumer Products and Financials with Sanford Bernstein, Longbow Research, and Avondale Partners, working in teams that received accolades from leading institutional research arbiters, including Institutional Investor (II) and Greenwich Associates.
Piyush received an MBA from University of North Carolina at Chapel Hill, and BS in Accounting from University of Allahabad.