# North of South Capital

North of South Capital is an Asset Manager based in London, United Kingdom.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** northofsouth.com
- **LinkedIn:** https://www.linkedin.com/company/north-of-south-capital

## Regulatory record

- **CRD number:** 300917
- **SEC file number:** 801-116992
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300917

## About

NORTH OF SOUTH CAPITAL LLP is an SEC-registered investment adviser in LONDON, registered since 2020. The firm manages approximately $6.7 billion in regulatory assets. It has 14 employees and 8 investment advisers.

## Sectors

- Emerging Markets
- Equities

## People

- Kamil Dimmich — Portfolio Manager

## Questions

### Who runs investment decisions at North of South Capital?

Kamil Dimmich is the portfolio manager and the key decision-maker. He founded the firm and builds the concentrated emerging-market equity portfolio, relying on fundamental, bottom-up research rather than a committee-driven process. Dimmich's personal investment conviction shapes every position the fund takes.

### How does North of South Capital source investment ideas?

The firm uses rigorous bottom-up fundamental analysis, screening for companies where market price deeply discounts intrinsic business value. Because the strategy ignores index weightings, the idea funnel includes small- and mid-cap names, state-owned-enterprise turnarounds, and family-controlled conglomerates that benchmarked managers overlook. On-the-ground research and direct company engagement are central to the process.

### Does the firm participate in private equity or venture capital, or only public markets?

The firm focuses on publicly listed equities. There is no indication of a private equity, venture capital, or credit strategy. Its mandate is strictly long-only public emerging-market stocks, selected for deep value and held for the long term, without the illiquidity premium structures common in private-market emerging-manager shops.

### What is the firm's known posture on benchmark alignment?

North of South Capital explicitly rejects benchmark alignment. The portfolio does not track the MSCI Emerging Markets Index or any similar gauge, which means it can entirely exclude large, heavily-weighted state-owned enterprises or over-owned mega-caps when fundamentals don't justify a position. That posture removes the career risk that forces many emerging-market managers to closet-index.

## Related profiles

- [North County Financial Planning](https://altss.com/profile/north-county-financial-planning-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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