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Dimmich - 3 Kamil Dimmich - 2 They've - 1 they're - 1 TSMC - 1 there's - 1 — - 1 Tencent - 1
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South Emerging - 4 Equity - 4 South Capital - 2 CNBC - 2 Samsung - 2 South - 2 Nvidia - 2 Samsung Electronics - 2

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4 mentions found


☆ Forget India: One portfolio manager bucks the trend, says another market offers ‘great value’
  + stars: | 2023-09-27 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +3 min
India's growth prospects have seen many investors and big-name banks turn bullish on the country, but portfolio manager Kamil Dimmich says he's steering clear. Dimmich, who manages the $1.5 billion Pacific North of South Emerging Market All Cap Equity fund, said he is "always looking for great companies with strong cashflows that are not correctly reflected in the market." 'Great value market' One country he is very bullish on is South Korea, which he calls a "great value market." The portfolio manager acknowledged that his love of the South Korean market is an interesting one. And so that has always led the Korean market to be quite cheap because people didn't have much faith," he said.
Persons: Kamil Dimmich, Dimmich Organizations: South Capital, CNBC, P, South Emerging, Equity, LG, KB Financial, Samsung, South Locations: North, India, Japan, South Korea
☆ This chip stock has a ‘50% margin’ which rivals could struggle to catch up with, portfolio manager says
  + stars: | 2023-09-25 | by ( Amala Balakrishner | ) www.cnbc.com   time to read: +5 min
Taiwanese semiconductor giant TSMC has a sizeable lead in the chip industry which its competitors will struggle to catch up with, according to Kamil Dimmich, a portfolio manager at North of South Capital. Is Nvidia cheap? "Some of my colleagues think Nvidia is cheap and there's certain scenarios you could put together where Nvidia is cheap. The portfolio manager does not have holdings in Tencent , even as several investors consider it as a stock to watch out for. "If people remain negative on China [and start] selling China, like there's no tomorrow, then maybe [Chinese] stocks will go sideways.
Persons: Kamil Dimmich, Dimmich, They've, they're, TSMC, there's, —, Tencent, it's Organizations: South, Samsung, South Emerging, Equity, Technology, Nvidia, Vipshop Holdings Locations: Taiwan, TSMC, China, Tencent
☆ CNBC Pro Talks: TSMC, Alibaba and more? Fund manager reveals his 'great' undervalued stock picks
  + stars: | 2023-09-20 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC Pro Talks: TSMC, Alibaba and more? Fund manager reveals his 'great' undervalued stock picksLooking for investment opportunities outside of the U.S.? CNBC’s Tanvir Gill quizzed 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.
Persons: Tanvir Gill quizzed, Capital’s Kamil Dimmich Organizations: Samsung Electronics, South Emerging, Equity Locations: U.S, South
☆ CNBC Pro Talks: TSMC, Alibaba and more? Fund manager to reveal his 'great' undervalued stock picks
  + stars: | 2023-09-19 | by ( ) www.cnbc.com   time to read: +2 min
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 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. 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.
Persons: Tanvir Gill, Capital's Kamil Dimmich, Dimmich, Kamil, Berkshire Hathaway, Guy Spier, he's Organizations: Samsung Electronics, South Emerging, Equity, South Capital, CNBC, Nvidia, Big Tech, Apple Locations: U.S, South, North, Treasurys, Berkshire, A.I, China
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