Our Strategies

Outstanding EM All Cap, Core EM (large and mid-cap) and EM Income offerings

Since 2011 North of South Capital has managed a long only UCITS strategy which has outperformed the MSCI Emerging Markets Total Return Index by over 4%* annually over this period.

The team also manage an EM Income UCITS strategy which seeks to produce a consistent level of income through investment in high yielding equities while growing the net asset value.

Both strategies are available via Pacific Asset Management, as well as through separate managed accounts for institutional investors.

Find out more below.

Pacific Asset Management is an independent asset manager based in London and manages in excess of £4.8bn* of client assets

*As at 28 March 2024

Emerging Markets All Cap Equity Strategy

Seeks to outperform the MSCI EM Index after fees by investing in a diversified portfolio of emerging market equities across the market cap spectrum

Emerging Market Equity Income Opportunities Strategy

Seeks to produce a consistent level of income by investing in high yielding emerging market equities whilst also outperforming the MSCI EM Index after fees

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