Pacific AM to launch EM fund for boutique partner

Managed by Matt Linsey

Pacific Asset Management (PAM), part of Sir John Beckwith's Pacific Investments Group, is preparing to launch an emerging markets fund next month for EM specialist partner firm North of South Capital.

The UCITS compliant Pacific North of South EM All Cap Equity fund will be run by North of South Capital founder Matt Linsey and his team and represents Beckwith's first move back into emerging markets since he sold Thames River Capital back in 2010. It will follow the same long-only, value investment approach which Linsey used when sub-advising the GAM Star North of South fund for six years between 2011 and 2017. Matthew Lamb, CEO of PAM, commented: "Given the interest in value investing and emerging markets and the lack of value all-cap managers with a strong record in this area, we ...