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Exclusive: Fund Manager Reveals 'Great' Undervalued Stock Picks - TSMC, Alibaba, and More - in CNBC Pro Talks

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Exploring Global Investment Opportunities with Fund Manager Kamil Dimmich

Join CNBC's Tanvir Gill as she interviews Kamil Dimmich, a fund manager at North of South Capital, about investing in global stocks outside the U.S. Dimmich's fund, the $1.5 billion Pacific North of South Emerging Markets All Cap Equity fund, holds stocks such as TSMC, Alibaba, and Samsung Electronics. The fund aims to identify undervalued stocks in emerging markets, focusing on companies with strong cash flows that are not accurately reflected in the market. Dimmich highlights current themes he likes, including Taiwan's tech hardware and Chinese internet companies, which he considers "deep value" stocks. He also predicts higher medium-term oil prices and sees potential in undervalued oil companies due to the global energy transition.

Aiming to Outperform the Benchmark

The Pacific North of South EM All Cap Equity fund strives to outperform its benchmark, the MSCI Emerging Markets Index, by 3% to 5% annually. Data from the firm reveals that the fund has achieved annualized returns of 5.5%, surpassing the benchmark index's 1.2% performance.

Expertise and Experience

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. His extensive experience and expertise in emerging markets contribute to the fund's investment strategies and performance. In conclusion, Kamil Dimmich's insights into global investment opportunities provide valuable perspectives for investors looking beyond the U.S. market. The Pacific North of South EM All Cap Equity fund's focus on undervalued stocks, along with its aim to outperform the benchmark, demonstrates a strategic approach to capturing potential returns. Investors interested in emerging markets can benefit from Dimmich's expertise and the fund's track record.

Implications for New Businesses: A Hot Take

The insights from fund manager Kamil Dimmich about global investment opportunities could have significant implications for new businesses, particularly those considering international expansion or investment.

Identifying Investment Opportunities

Dimmich's focus on undervalued stocks in emerging markets highlights the importance of thorough market analysis for businesses. Understanding where value lies, such as in Taiwan's tech hardware or Chinese internet companies, can help businesses identify promising investment opportunities.
Learning from Successful Strategies
The Pacific North of South EM All Cap Equity fund's strategy to outperform its benchmark could offer valuable lessons for businesses. Striving for performance that exceeds industry averages can drive growth and success. In conclusion, the insights from Kamil Dimmich about global investment opportunities offer valuable perspectives for new businesses. Whether it's identifying undervalued investment opportunities or striving to outperform industry benchmarks, businesses can learn from the strategies employed by successful funds like the Pacific North of South EM All Cap Equity fund. As the global market continues to evolve, businesses that can adapt and seize emerging opportunities will be well-positioned for success.
Story First Published at: https://www.cnbc.com/2023/09/19/cnbc-pro-talks-fund-manager-on-picking-undervalued-great-companies.html
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