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
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