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Emerging Markets Webcast

Thursday, July 12, 2018

Emerging Markets Webcast with North of South Capital
The importance of the Cost of Capital, Trade Wars, Trump, China & more

In the first of our Emerging Market Webcasts, 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 is joined by Matthew Lamb, CEO of PAM and Chris Nicholas, Head of UK Wholesale Fund Sales as they discuss Trade Wars, Trump, China, EM vs Developed Markets and why they believe emerging market equities remain a positive investment opportunity. 


For further information on the team and fund please see below

Visit the Fund page

Read the Fund Information Sheet

More Emerging Market Viewpoints

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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