Emerging Markets Webinar with North of South Capital
As the COVID-19 situation continues to develop, Pacific Asset Management recently hosted a Live Webinar with Matt Linsey and Kamil Dimmich, Co-managers & Partners from North of South Capital, the highly experienced investment managers of the Pacific North of South EM All Cap Equity fund.
The team provided their latest views on the ongoing situation. They analysed how today compares to 2008, and other crises they have witnessed going back to the 1980s. They also gave a detailed round-up of the emerging market sector, discussed how the portfolio is currently positioned and why we may be being presented “once-in-a-lifetime” opportunities to buy inexpensive equities.
For further information on the team and fund please see below
Read the Fund Information Sheet
More Emerging Market Viewpoints
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