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Jumana Nahhas

Jumana Nahhas

Senior Investment Analyst at Northcape Capital PTY LTD

Sydney, NSW, Australia

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

OrganizationRoleDate RangeDetails
Northcape CapitalSenior Investment AnalystSep 2024 to Present
Northcape Capital Global Equities
Nanuk Asset Management Pty LtdSenior Investment AnalystAug 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 & PartnersAssistant 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 PartnersInvestment Analyst, Lansdowne European Equity FundMar 2014 to Jul 2018
Generalist Investment Analyst Role: Financial Services (Banks & Insurance), Consumer Goods, Food & General Retail, Business Services
CFRA ResearchVice PresidentJul 2011 to Mar 2014
Short ideas research generation for the Financial Services sector (Banks & Insurance) & Retail
Credit SuisseAssociate, Equities ResearchFeb 2007 to Oct 2010
Assisting in coverage of the Australian Insurance sector.
ANZManager, Leveraged and Acquisition FinanceMar 2006 to Feb 2007
Structuring and analyzing leveraged finance mandates, including cash flow modelling for the purpose of appropriate debt sizing.
ANZGraduate 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

Equities
Financial Modeling
Investments
Short Sales
Financial Analysis
Valuation
Hedge Funds
Equity Research

Others at Northcape Capital PTY LTD (15)

NameRoleLocation
Aimee Jordan
Aimee Jordan
Investment AnalystSydney, NSW, Australia
Calvin Lim
Calvin Lim
Portfolio ManagerSydney, 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
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