Northern Cross, LLC

Northern Cross is a Boston based, independent investment management firm focused exclusively on International Equity investing. The firm is 100% owned amongst the principals of Northern Cross whose success is directly measured by the value created for our clients. Our consensus-driven approach fully leverages individual insights within a team oriented culture. We are true long-term investors with a unique investment philosophy that has been in place for over 30 years. We are one of the largest managers of international equity assets and have a consistent record of delivering superior risk adjusted returns. We see ourselves as true long term investors. Our fundamental research is viewed through a much longer lens than most other managers and our independent mindset allows us the patience necessary to capitalize on that research. We have a proven investment philosophy of buying well established, high quality companies with sustainable market positions and then investing in them for 8-10 years on average. The result of this philosophy is an "all season", low turnover portfolio that has delivered superior risk adjusted performance. The process that we use to implement our investment philosophy is characterized by: Portfolio managers that are generalists concentrating their research efforts on 325 "watch list" companies around the world Intensive "on the ground" fundamental research focused on identifying catalysts for margin expansion, franchise value, absolute P/E beyond typical analysts horizons and industry structure Identification of secular trends that drive margin expansion and a deep knowledge of the regional markets Investing in businesses only when we thoroughly understand them A focus on 60 – 80 long term holdings in the portfolio and selling when a better opportunity is identified, full valuation is achieved or fundamentals significantly change

Address: 125 Summer Street, Boston MA 02110, USA

Phone: +1 617 951 0099
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