Sir John Beckwith’s global diversified investment group Pacific Investments has considerable experience in emerging markets, having successfully founded Thames River Capital with its flagship emerging market fund Thames River Nevsky, which later became Nevsky Capital.
North of South is a London-based boutique investment management firm specializing in emerging markets equities. Matt Linsey has over 25 years experience investing in emerging markets. The team apply equity, credit and commodities perspectives to identify value investment opportunities and have applied their proven approach to the North of South emerging markets funds.
Sir John Beckwith said “We are delighted to partner with Matt Linsey and his team at North of South. They are highly rated investors and well-known to our team at Pacific. As investors, we are optimistic about the prospects for emerging markets equities.”
Matt Lamb, CEO, Pacific Asset Management, said “While passive investment may dominate the headlines, active managers in less efficient markets continue to demonstrate their ability to outperform and none more so than Matt Linsey and the North of South team. We are hugely excited about our new partnership and the continued ability to bring our clients the best of the world’s craft businesses in the increasingly industrialised world of asset management.”
Matt Linsey, CEO, North of South Capital, said “We are thrilled to be working with the Pacific team, many of whom we know well and have worked with in the past. In particular, we are proud to welcome a high-profile investor such as Sir John Beckwith. We believe our new partnership will provide North of South with a strong platform for growth, while preserving the unique investment approach that we have developed over the past decades.”
