North of South Capital’s Kamil Dimmich has revealed the top global stocks held in his $1.5 billion Pacific North of South Emerging Markets All Cap Equity fund. These stocks include chip giant TSMC, Chinese tech behemoth Alibaba, and South Korea’s Samsung Electronics. Dimmich’s fund aims to identify undervalued stocks in emerging markets and focuses on great companies with strong cashflows that are not correctly reflected in the market.
Dimmich has highlighted several current themes that present investment opportunities. He sees Taiwan’s tech hardware as a potential opportunity, noting that it is mispriced due to AI excitement. He also considers Chinese internet companies as deep value stocks. Additionally, Dimmich believes that the global energy transition will lead to higher medium-term oil prices and identifies undervalued oil companies in this context.
The Pacific North of South EM All Cap Equity fund aims to outperform its benchmark, the MSCI Emerging Markets Index, by 3% to 5% annually. According to data provided by the firm, the fund has achieved annualized returns of 5.5%, outperforming the benchmark index’s return of 1.2%.
Kamil Dimmich has been with North of South Capital since 2009 and has managed the Pacific North of South EM All Cap Equity fund since 2017. He will be joining CNBC’s Tanvir Gill to discuss these investment opportunities and provide insights into global stocks during the CNBC Pro Talks scheduled for September 20.
This news provides valuable information for investors seeking opportunities outside the U.S. Dimmich’s expertise and track record make him a reliable source of investment advice. The mentioned stocks, including TSMC, Alibaba, and Samsung Electronics, have proven to be successful holdings in his fund. Dimmich’s focus on undervalued stocks and the identification of emerging market trends demonstrate his commitment to delivering strong returns for investors.
Investors should consider the opportunities presented by Taiwan’s tech hardware sector, Chinese internet companies, and undervalued oil companies in light of the global energy transition. These sectors are expected to offer significant growth potential and are currently undervalued in the market.
Overall, Kamil Dimmich’s perspective and experience make his fund an attractive option for investors looking to diversify their portfolios and capitalize on emerging market opportunities. The upcoming CNBC Pro Talk with Dimmich and Tanvir Gill presents a unique opportunity to learn firsthand from a seasoned investment professional about these global investment prospects.
Frequently Asked Questions (FAQs) Related to the Above News
What is the North of South Emerging Markets All Cap Equity fund?
The North of South Emerging Markets All Cap Equity fund is a $1.5 billion fund managed by Kamil Dimmich at North of South Capital. Its objective is to identify undervalued stocks in emerging markets and invest in companies with strong cashflows that are not accurately reflected in the market.
Which global stocks are held in the Pacific North of South EM All Cap Equity fund?
The fund holds stocks such as TSMC, Alibaba, and Samsung Electronics.
What investment opportunities does Kamil Dimmich identify?
Kamil Dimmich sees opportunities in Taiwan's tech hardware sector, considering it mispriced due to AI excitement. He also believes that Chinese internet companies are deep value stocks. Furthermore, he identifies undervalued oil companies in the context of the global energy transition.
How has the Pacific North of South EM All Cap Equity fund performed?
According to data provided by the firm, the fund has achieved annualized returns of 5.5%, outperforming its benchmark, the MSCI Emerging Markets Index, which had a return of 1.2%.
When did Kamil Dimmich start managing the Pacific North of South EM All Cap Equity fund?
Kamil Dimmich has been managing the fund since 2017.
Can investors learn more about these investment opportunities?
Yes, Kamil Dimmich will be joining CNBC's Tanvir Gill for the CNBC Pro Talks scheduled for September 20, where he will discuss these investment opportunities and provide insights into global stocks.
Why should investors consider the opportunities presented by Taiwan's tech hardware sector, Chinese internet companies, and undervalued oil companies?
These sectors are expected to offer significant growth potential and are currently undervalued in the market. Taking advantage of these opportunities could lead to strong returns for investors.
Why should investors trust Kamil Dimmich's expertise and track record?
Kamil Dimmich has been with North of South Capital since 2009 and has successfully managed the Pacific North of South EM All Cap Equity fund since 2017. His focus on undervalued stocks and the identification of emerging market trends demonstrate his commitment to delivering strong returns for investors.
How can investors benefit from the upcoming CNBC Pro Talk with Kamil Dimmich and Tanvir Gill?
The CNBC Pro Talk with Kamil Dimmich provides a unique opportunity to learn firsthand from an experienced investment professional about the global investment prospects mentioned, allowing investors to make more informed decisions about their portfolios.
Please note that the FAQs provided on this page are based on the news article published. While we strive to provide accurate and up-to-date information, it is always recommended to consult relevant authorities or professionals before making any decisions or taking action based on the FAQs or the news article.
