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.
Lead Portfolio Manager and Partner of North & South Capital
Co-manager and Partner of North & South Capital
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