The name of the firm was inspired by North of South, a travel diary by Shiva Naipaul. In the book, the author travels through newly independent East Africa.
During the journey he encounters the idealism and the folly driving the countries to various policy extremes.
It is a cautionary tale which reminds us that enthusiasm for the promise of new markets always needs to be tempered with healthy skepticisim. Human nature remains, as always, the unpredictable factor.
North of South Capital LLP was established in 2004 as a Global Emerging Market Equity specialist fund manager. The firm launched its flagship offshore hedge fund in November 2004.
Since 2011 the firm has been managing a long only strategy in UCITS format. This is accessible via the Pacific North of South EM All Cap Equity Fund as well as through separate managed accounts for institutional investors.
Both strategies share the same investment philosophy but offer differing implementation and structure.
North of South Capital LLP is authorised and regulated by the Financial Conduct Authority (FRN: 403114). North of South Capital LLP is also regulated by the U.S. Securities and Exchange Commision (SEC~: 801-116992).
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Contact Us
7 Chesham Mews
SW1X 8HS
London
United Kingdom
Tel: +44 (0) 207 152 6060
Email: info@northofsouth.com