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