Theo Maas

Theo Maas is a Portfolio Manager and Analyst at Northcape Capital Pty Ltd in Sydney, where he plays a key role in the firm’s Global Equities team. He is responsible for co-managing Northcape’s concentrated global equities portfolio, which targets 20-40 high-quality businesses across major international markets with an emphasis on long-term, resilient performance.

Theo’s sector and investment focus includes global listed equities, with particular expertise in identifying companies benefiting from large-scale infrastructure projects, green energy initiatives, and structural themes such as the US "industrial renaissance" and the advancement of technology and AI. His team's approach places strong emphasis on fundamental analysis, quality growth, balance sheet strength, and ESG factors, leading to key positions in areas like US industrials, infrastructure, and selected technology stocks.

Before joining Northcape Capital in 2018, Theo was a founding partner and senior portfolio manager at Arnhem Investment Management, overseeing Australian and global equity strategies. He is recognized for his extensive experience in equities and his analytical expertise. Detailed information on his educational background is not publicly available, but his career is marked by significant contributions to portfolio management and investment research in both domestic and global markets.