About
Ross Cameron is a Portfolio Manager and Analyst at Northcape Capital Pty Ltd, based in Australia. He is responsible for managing the firm’s Emerging Markets Equities strategy, overseeing portfolio construction, investment research, and lead analysis of global emerging market opportunities. He joined Northcape Capital in 2009 and is a key contributor to the firm's long-term, concentrated investment philosophy for emerging markets, with over 18 years of industry experience.
Ross specializes in global emerging market equities with a particular focus on high-quality growth companies across regions such as South Korea, Taiwan, India, and China. His sector coverage spans consumer, financials, technology, and industrials within the universe of 25 emerging market countries. He is recognized for his insights into macroeconomic trends, monetary policy impacts, and local market dynamics, regularly providing thought leadership on issues such as market valuation, economic shocks, and country-specific investment conditions.
Previously, Ross has held various analytical and portfolio management roles, accumulating diverse expertise in emerging market equity analysis. Educational credentials are not explicitly listed in public sources; however, his significant achievement includes helping lead Northcape’s Emerging Markets fund to robust performance through multiple economic cycles, including the Lehman crisis and global pandemic. Ross is widely regarded for his in-depth market knowledge and consistent track record in identifying undervalued opportunities and navigating complex, volatile environments in emerging markets.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Northcape Capital | Portfolio Manager | Jan 2011 to Present | — | 
| Northcape Capital | Portfolio Advisor | Oct 2014 to Mar 2021 | — | 
| Northcape Capital | Head of Japan Office | Oct 2014 to Feb 2021 | — | 
| Northcape Capital | Senior Analyst | Sep 2009 to Jan 2011 | — | 
| CP2 Limited | Investment Analyst | Jan 2006 to Aug 2009 | — | 
Education
University of Sydney
B Comm, Finance, Japanese Studies
Others at Northcape Capital PTY LTD (8)
| Name | Role | Location | 
|---|---|---|
| Portfolio Manager | Sydney, NSW, Australia | |
| CCameron Robson | Senior Analyst | Melbourne, Australia | 
| Responsible Investment Analyst | Sydney, NSW, Australia | |
| Managing Director | Sydney, NSW, Australia | |
| Portfolio Manager | Sydney, NSW, Australia | |
| Equity Analyst | Sydney, Australia | |
| Portfolio Manager | Sydney, NSW, Australia | |
| WWendy Herringer | Portfolio Manager | London, United Kingdom |