Emerging Markets Lunch Meeting


Please join us for a lunchtime seminar at the Harbour Hotel Bristol with North of South Founder Matt Linsey and Portfolio Manager Robert Holmes.

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 dollar strength, the team have found several bright spots across their markets and are excited to share their optimism.
  • Matt & Robert look forward to providing comprehensive updates on both strategies. 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 speakers