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Ross Cameron

Ross Cameron

Portfolio Manager at Northcape Capital PTY LTD

Australia

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

OrganizationRoleDate RangeDetails
Northcape CapitalPortfolio ManagerJan 2011 to Present
Northcape CapitalPortfolio AdvisorOct 2014 to Mar 2021
Northcape CapitalHead of Japan OfficeOct 2014 to Feb 2021
Northcape CapitalSenior AnalystSep 2009 to Jan 2011
CP2 LimitedInvestment AnalystJan 2006 to Aug 2009

Education

University of Sydney

B Comm, Finance, Japanese Studies

Skills & Expertise

Investment Management
Alternative Investments
Equity Research
Equities
Asset Management
Portfolio Management
Investments
Project Finance
Equity Valuation
M&A experience
Emerging Markets
Financial Markets
Financial Analysis
Microsoft Office
Business Analysis
Strategic Planning
Strategy

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
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
Showing 1-10 of 15 team members