Ross Cameron is a portfolio manager/analyst at Northcape Capital. With over 14 years investment experience, he is portfolio manager and analyst for the company’s Emerging Markets equity strategy. Cameron joined Northcape in 2009, and since then has worked in Melbourne, Tokyo and Sydney. Before joining Northcape, he spent three years working with Capital Partners (now CP2). During his time as an analyst for Capital Partners’ concentrated international equities fund, he covered a broad range of sectors including financials, industrials and infrastructure. Prior to joining the investment industry, he taught decision analysis in the School of Operations Management and Econometrics at the University of Sydney. Cameron holds a Bachelor of Commerce (Finance, Japanese Studies) degree from the University of Sydney.
Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns
Ross Cameron of Northcape Capital says a shift away from democracy damages a whole range of checks and balances, and typically hurts investor returns
Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths
Ross Cameron of Northcape Capital says the two emerging-market giants are on very different economic paths
Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%
Ross Cameron of Northcape Capital says the last time emerging market valuations were this cheap was late 2003, just before they rallied 230%
Ross Cameron of Northcape Capital says discerning investors can find high-quality growth companies on the cheap.
Orthodox monetary policies through the pandemic have put emerging markets ahead of the curve, says Ross Cameron of Northcape Capital.
The real question is whether China is strong enough to let developers fail, says portfolio manager Ross Cameron
Portfolio manager Ross Cameron is particularly bullish on South Korea, Taiwan, and India