Emerging Markets Lunch Meeting


Please join us for a lunchtime seminar at The Royal Yacht, Jersey, with North of South’s Portfolio Manager, Robert Holmes on 15th May 2024.

Reasons to join:

  • This lunch should be a timely reminder that EM equities still offer abundant opportunities for active managers to deliver alpha and, in certain cases, a real yield. 
  • Amidst extreme volatility in Chinese equities, not to mention US Dollar strength, the North of South team have found several bright spots across their markets and are excited to share their optimism. 
  • Robert looks forward to providing comprehensive updates on both Funds. Versus MSCI EM index last year – Pacific North of South EM All Cap I GBP finished ahead by +12.6% and Pacific North of South EM Income Opportunities I GBP by +17% which includes an annual distribution yield of 7.45%. All figures net of fees as at 31st Dec 23. 
  • We very much hope you will be able to join us.


PAM became a partner in the boutique emerging market markets equities manager, North of South Capital in May 2017.

North of South Capital are active, value-driven investors blending macro themes with company research.

  • Team apply equity, fixed income and commodities perspectives to identify value investment opportunities
  • Matt Linsey has over 40 years’ experience investing in emerging markets, 14 of those alongside Kamil Dimmich
  • North of South were the sub‐advised manager of a GAM long only UCITS fund between July 2011 and June 2017.

Meet the speaker