In this video series, Kamil Dimmich, Portfolio Manager for Pacific’s Emerging Market strategies, sits down with Seb Stewart, Head of U.S. Institutional Sales, to reflect on a decade of consistent outperformance.
Together, they explore the investment processes that have driven this long-term success and discuss how Kamil and his team are positioning the strategy for the years ahead.
Video 1: Pacific North of South Emerging Markets Equity Strategies
10 Years of Outperformance
In this introduction, Seb asks Kamil to unpack the investment process behind a decade of outperformance. Kamil highlights the central role of value investing, a focus on high-quality opportunities, and the importance of diversification in driving long-term results.
Video 2: The role of top-down perspectives
in navigating emerging markets
For ten years the team has won by thinking top‑down, yet they remain classic bottom‑up stock pickers. Kamil explains how, and why the process hasn’t seen any major changes over the years.
Video 3: How We SEE EMERGING MARKETS
TODAY, AND GOING FORWARD
In this segment, Seb and Kamil compare the current market climate with how things looked a decade ago, and outline what the next ten years might mean for the investment strategy.
