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EM value specialists

Monday, June 11, 2018

EM value specialists - North of South Capital
Hear from our highly experienced team

Matt Linsey, Lead Portfolio Manager and Partner of North & South Capital and Kamil Dimmich, Co-manager and Partner outline their unique interpretation of value investing, and why it’s so critical to consider the ‘Cost of Capital’ when investing across Emerging Markets. 

The team applies an active, value-based approach combining top-down macro research and bottom-up company analysis to identify mispriced stocks, helping to build carefully diversified portfolios. 

Matt Linsey
Lead Portfolio Manager and Partner of North & South Capital

 

 


Kamil Dimmich
Co-manager and Partner of North & South Capital

 

IMPORTANT INFORMATION: Issued and approved by Pacific Capital Partners Limited, a limited company registered in England and Wales, authorised and regulated by the Financial Conduct Authority. The information contained herein is not approved for use by the public and is only intended for recipients who would be generally classified as investment professionals. Information or opinions contained in this article do not constitute an offer to sell or a solicitation, or offer to buy, any securities or financial instruments or investment advice or any advice or recommendation in respect of such securities or other financial instruments. Where past performance is shown it refers to the past and should not be seen as an indication of future performance.

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