Emerging Markets Webinar with North of South Capital
Pacific Asset Management recently hosted a live Emerging Markets 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 Strategy.
Amidst a backdrop of continuing Covid-19 fallout, a long-awaited rotation into Value finally prevailed in late 2020.
Listen to the team discuss the global Fiscal Response to Coronavirus and explain how Emerging Market regions and individual stocks are strongly positioned compared to those of developed markets. The team provides an analysis of their outperformance in 2020 and discuss their positioning and the opportunity set presented to an Emerging Markets Value strategy in 2021.
For further information on the team and fund please see below
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.