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About
Jumana Nahhas is a Senior Investment Analyst at Northcape Capital Pty Ltd, based in Sydney, NSW. She is responsible for conducting in-depth fundamental research and analysis to support the firm’s investment strategies, with a particular focus on global equities. Her role involves identifying high-quality businesses, assessing competitive advantages, and evaluating environmental, social, and governance (ESG) factors that may impact long-term investment outcomes.
Jumana’s expertise spans global equity markets, with a strong emphasis on portfolio management and analyst duties across developed and emerging markets. She contributes to Northcape’s value-added process by targeting companies with sustainable business models, robust capital structures, and meaningful competitive advantages. Her work supports the firm’s commitment to responsible investment and long-term performance.
Prior to joining Northcape Capital in 2024, Jumana held senior analyst roles at Nanuk Asset Management and served as Assistant Portfolio Manager for the Global Flagship Fund at Evans & Partners. She holds a Bachelor of Science/Bachelor of Commerce (Honours 1) in Finance, Economics, and Pharmacology from the University of Sydney. Jumana’s career is marked by a dedication to rigorous research, sustainable investing, and delivering resilient returns for clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Northcape Capital | Senior Investment Analyst | Sep 2024 to Present | Northcape Capital Global Equities |
| Nanuk Asset Management Pty Ltd | Senior Investment Analyst | Aug 2023 to Aug 2024 | Working with the CIO on investigation of a potential smaller capitalization global equities strategy. The role has been largely self-directed involving: • Investigation of the quality and investabilit... |
| Evans & Partners | Assistant Portfolio Manager, Global Flagship Fund (Orca Funds Management) | Oct 2018 to Dec 2022 | Leading ESG policy development and integration for the fund. Multi-sector coverage of portfolio holdings and new ideas generation based on fundamentals analysis. Participation in regular discussion on... |
| Lansdowne Partners | Investment Analyst, Lansdowne European Equity Fund | Mar 2014 to Jul 2018 | Generalist Investment Analyst Role: Financial Services (Banks & Insurance), Consumer Goods, Food & General Retail, Business Services |
| CFRA Research | Vice President | Jul 2011 to Mar 2014 | Short ideas research generation for the Financial Services sector (Banks & Insurance) & Retail |
| Credit Suisse | Associate, Equities Research | Feb 2007 to Oct 2010 | Assisting in coverage of the Australian Insurance sector. |
| ANZ | Manager, Leveraged and Acquisition Finance | Mar 2006 to Feb 2007 | Structuring and analyzing leveraged finance mandates, including cash flow modelling for the purpose of appropriate debt sizing. |
| ANZ | Graduate Analyst - Client Relationship Group (Consumer and Services Sector) | Jan 2005 to Mar 2006 | Preparation of credit memorandums of facilities extended to institutional clients (detailing financial and industry outlook) and associated legal documentation. |
Education
University of Sydney
Bachelor of Science/Bachelor of Commerce (Hons 1), Finance, Economics, Pharmacology
1999 — 2004
Skills & Expertise
Others at Northcape Capital PTY LTD (15)
| Name | Role | Location |
|---|---|---|
| Investment Analyst | Sydney, NSW, Australia | |
| Portfolio Manager | Sydney, NSW, Australia | |
C Cameron Robson | Senior Analyst | Melbourne, Australia |
| Senior Equities Analyst | Melbourne, VIC, Australia | |
| Portfolio Manager | Sydney, NSW, Australia | |
| Responsible Investment Analyst | Sydney, NSW, Australia | |
| Analyst | Sydney, NSW, Australia | |
| Managing Director | Sydney, NSW, Australia | |
O Oliver Johansson | Research Analyst and Equity Dealer | Melbourne, VIC, Australia |
| Portfolio Manager | Sydney, NSW, Australia |