About
Robert Holmes is a Partner and Portfolio Manager at North of South Capital LLP, based in London. He is responsible for investment strategy and portfolio management, with a key focus on both qualitative and quantitative bottom-up company analysis. His primary asset class is equities, and he specializes in emerging market equities, overseeing several long-only, long/short, and multi-asset strategies.
Holmes brings over twenty-five years of investment experience, with prior roles as Portfolio Manager-Equities at firms including NNIP Asset Management BV (United Kingdom), Renaissance Asset Managers (UK) Ltd., and Griffin Capital Management (UK) Ltd. His expertise spans emerging market equities, where he has developed a reputation for detailed research-driven investing across diverse sectors within these markets.
Notable for his rigorous approach to company analysis and fund management, Holmes has helped deliver consistent performance through various market cycles. His significant contributions include developing and managing a suite of emerging market equity funds, and he continues to be a key figure in shaping strategy for North of South Capital's global client base.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| North of South Capital | Partner | Jan 2017 to Present | - Lead manager of Pacific North of South EM Equity Income Opportunities Fund - Equity Market Neutral focused on G20 nations - Quantitative and qualitative bottom-up company research and broader market... |
| NN Investment Partners UK Ltd | Senior Portfolio Manager - Equity Specialties and Emerging Markets | Sep 2014 to Dec 2016 | - Lead manager in the development of the NN Global Equity Absolute Return fund, a quantitative market-neutral strategy - Lead manager of two regional EMEA funds (Morningstar 4*) and co-manager on a Gl... |
| Griffin Capital | Lead Manager | Oct 2006 to Apr 2014 | - Lead Manager of an EMEA total return multi-asset fund. Successfully managed through the GFC. - Transitioned to UCITS equity market-neutral fund in 2012 when merged with RenAsset Management. |
Others at North of South Capital LLP (3)
| Name | Role | Location |
|---|---|---|
 | Partner and COO | London, United Kingdom |
C Christophe Alabi | Investment Analyst | Poland |
M Matt Linsey | Managing Partner | London, United Kingdom |