Single Manager Solutions
Emerging Markets Equity
Overview
Pacific offers a range of Emerging Market equity strategies managed by Pacific’s EM sub-advisor North of South Capital, a highly experienced emerging markets firm, founded in 2004.
The team combine decades of experience investing in Emerging Markets with a disciplined proprietary valuation process to deliver significant long-term outperformance relative to the broader EM universe.
Strategies available include Core EM, EM All Cap and EM Income; all are managed according to the same philosophy and process.
Global em
Pacific North of South Global Emerging Markets Equity
Designed to be a core EM offering for investors, a concentrated portfolio of emerging market mid/large cap equities.
All Cap em
Pacific North of South Emerging Markets All Cap Equity
EM all-cap strategy, which has outperformed the global EM benchmark by over 4% per annum since 2011.*
em income
Pacific North of South Global Emerging Market Equity Income Opportunities
High yielding concentrated portfolio for investors seeking a combination of income and capital appreciation.
$4.2bn
AUM across Emerging Market strategies.*
*as at January 2025
North of South EM All Cap Equity Strategy – USD Net
Since Jul 2011 the North of South EM All Cap Equity Strategy has outperformed its global emerging markets benchmark by over 4.2% per annum.
Past performance is not indicative of future performance and is not guaranteed.
Performance is shown net of fees (AMC of 75bps), excludes commissions and other charges that may apply.
During 30 Jun 17 to 30 Nov 17 index returns have been used for the North of South Strategy.
Source: Pacific Asset Management, North of South Capital, Bloomberg
Pacific Asset Management and North of South Capital
Pacific Asset Management became a partner in North of South Capital In May 2017. North of South was founded by emerging market veteran investor, Matt Linsey, in 2004. North of South has focused exclusively on EM equity investing since launch. The Pacific North of South range of EM Equity strategies follow the same process that the North of South team has successfully executed for the last 13 years whilst benefitting from Pacific’s efficient, modern, independent model.
Pacific North of South Global Emerging markets equity
GEME Active etf
In January 2025, Pacific launched GEME its first EM Active ETF. GEME is managed according to the core Pacific NoS Global EM Equity Strategy, investing in a concentrated portfolio of liquid EM equities.
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Pacific North
of South EM All Cap Equity
Contact us
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Contact us
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