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Calvin Lim

Calvin Lim

Portfolio Manager at Northcape Capital PTY LTD

Sydney, NSW, Australia

About

Calvin Lim is a Portfolio Manager and Analyst at Northcape Capital Pty Ltd, based in Sydney, Australia. At Northcape, he plays a key role on the Global Equities team, where he is responsible for stock selection, research, and portfolio management, with a particular emphasis on global equities. He brings a strong analytical perspective to the team's investment process, shaped by his comprehensive sector and regional experience.

Calvin has notable experience covering a variety of sectors, including Financials and Consumer, and previously served as the Asia ex-Japan consumer sector lead analyst. Before joining Northcape, Calvin worked as an Investment Analyst at Fidelity International, where he developed expertise in fundamental research and sector analysis. Earlier in his career, he gained multi-disciplinary skills at PwC, working in Audit, Corporate Finance, and Valuations.

A Chartered Accountant (CA), Calvin brings more than 17 years of industry experience to his role. His broad sector coverage and technical expertise contribute to the Northcape Global Equities strategy, which has been recognized for its active engagement with responsible investment and ESG integration.

Career History

OrganizationRoleDate RangeDetails
Northcape CapitalPortfolio ManagerJun 2019 to Aug 2024
Fidelity InternationalInvestment AnalystMay 2011 to Jun 2019
Equities analyst
PricewaterhouseCoopersSenior ConsultantJan 2007 to May 2011
Audit and Assurance, Transactions Services and Corporate Value Advisory (Valuations)

Education

Institute of Chartered Accountants Australia

GradDipCA, Chartered Accountant

2007 2008

University of Sydney

B. Com, Accounting, Finance

2004 2006

Skills & Expertise

Process Improvement
Financial Modeling
Strategy
Investments
Portfolio Management
Equities
Microsoft Excel
Business Analysis
Private Equity
Commodity
Capital Markets
Derivatives
Investment Banking
Due Diligence
Banking
Emerging Markets
Project Finance
Finance
Mergers and Acquisitions
Corporate Finance
Energy
Financial Analysis
Valuation
Structured Finance
Financial Structuring

Others at Northcape Capital PTY LTD (15)

NameRoleLocation
Aimee Jordan
Aimee Jordan
Investment AnalystSydney, NSW, Australia
C
Cameron Robson
Senior AnalystMelbourne, Australia
Craig Campbell
Craig Campbell
Senior Equities AnalystMelbourne, VIC, Australia
Fleur Wright
Fleur Wright
Portfolio ManagerSydney, NSW, Australia
Jumana Nahhas
Jumana Nahhas
Senior Investment AnalystSydney, NSW, Australia
Kokila Kakarala
Kokila Kakarala
Responsible Investment AnalystSydney, NSW, Australia
Lee Hao
Lee Hao
AnalystSydney, NSW, Australia
Michael Ryan
Michael Ryan
Managing DirectorSydney, NSW, Australia
O
Oliver Johansson
Research Analyst and Equity DealerMelbourne, VIC, Australia
Paul Parsons
Paul Parsons
Portfolio ManagerSydney, NSW, Australia
Showing 1-10 of 15 team members