CNBC Pro Talks: Fund manager on picking undervalued 'great companies' - CNBC

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Looking for investment opportunities outside the U.S.? Join CNBC's Tanvir Gill as she quizzes North of South Capital's Kamil Dimmich on investing in global stocks such as chip giant TSMC , Chinese tech behemoth Alibaba and South Korea's Samsung Electronics . These stocks and more are held in Dimmich's fund, the $1.5 billion Pacific North of South Emerging Markets All Cap Equity fund. The fund aims to identify undervalued stocks in emerging markets and Dimmich says they are "always looking for great companies with strong cashflows that are not correctly reflected in the market." Current themes that Dimmich likes include Taiwan's tech hardware, which he says is an opportunity but mispriced due to "AI excitement," and Chinese internet companies which he describes as "deep value" stocks. He also sees the global energy transition leading to higher medium-term oil prices but undervalued oil companies. The Pacific North of South EM All Cap Equity fund aims to outperform its benchmark, the MSCI Emerging Markets Index, by between 3% to 5% annually. Data provided by the firm shows the fund has achieved annualized returns of 5.5%, versus the 1.2% achieved by the benchmark index. Kamil has been at North of South Capital since 2009 and has managed the Pacific North of South EM All Cap Equity fund since 2017. Join CNBC Pro Talks on Wednesday, September 20, at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. ET. Submit your questions here. Related coverage from CNBC Pro Talks: S & P 500, Treasurys or Berkshire Hathaway? Here's how value investor Guy Spier would invest This U.S. stock is a 'formidable business' with a 'really exciting runway' for growth, analyst says This global chip giant is set for an 'outsized' growth opportunity from A.I., fund manager says Related coverage from Pro: How this aggressive growth fund beat the S & P 500 without Nvidia or Big Tech These 10 China-focused ETFs are up this year – and one is expected to rise by a further 40% Apple bear says he's not shorting the stock just yet despite China concerns. Here's why

Looking for investment opportunities outside the U.S.?

Join CNBC's Tanvir Gill as she quizzes North of South Capital's Kamil Dimmich on investing in global stocks such as chip giant TSMC, Chinese tech behemoth Alibaba and South Korea's Samsung Electronics.

These stocks and more are held in Dimmich's fund, the $1.5 billion Pacific North of South Emerging Markets All Cap Equity fund.

The fund aims to identify undervalued stocks in emerging markets and Dimmich says they are "always looking for great companies with strong cashflows that are not correctly reflected in the market."

Current themes that Dimmich likes include Taiwan's tech hardware, which he says is an opportunity but mispriced due to "AI excitement," and Chinese internet companies which he describes as "deep value" stocks. He also sees the global energy transition leading to higher medium-term oil prices but undervalued oil companies.

The Pacific North of South EM All Cap Equity fund aims to outperform its benchmark, the MSCI Emerging Markets Index, by between 3% to 5% annually. Data provided by the firm shows the fund has achieved annualized returns of 5.5%, versus the 1.2% achieved by the benchmark index.

Kamil has been at North of South Capital since 2009 and has managed the Pacific North of South EM All Cap Equity fund since 2017.

Join CNBC Pro Talks on Wednesday, September 20, at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. ET.

Submit your questions here.

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CNBC Pro Talks: Fund manager on picking undervalued 'great companies' - CNBC

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