East goes west: East Capital expands into the US and UK through strategic partnership with Campion Capital

For East Capital, the move represents a timely step in its international expansion. Founded in 1997 and fully independent since inception, the firm has built a reputation as dedicated emerging and frontier markets specialists. Its investment approach is research-driven and country-neutral, centred on bottom-up stock selection, local presence and disciplined risk management. Investment teams with lived market experience across multiple emerging and frontier regions provide the foundation for active, high-conviction portfolios.

The expansion into the US and UK comes at a time when many institutional investors are reassessing global allocations and valuation differentials between developed and emerging markets. East Capital is seeing increased interest from institutional allocators due to its disciplined investment process and rigorous bottom-up research.

Nick Rawdon-Jones, Co-Founder and Head of Campion Capital in the US, says: “We believe the long-term case for emerging markets has rarely been more compelling. After an extensive global search for a true specialist, we are proud to partner with one of the most experienced and disciplined teams in the asset class. Sustained alpha generation across cycles is rare in emerging markets, and East Capital’s track record reflects precisely that.”

Peter Elam Håkansson, Chairman and Chief Investment Officer (CIO), East Capital Group, comments: “The thoroughness and institutional discipline demonstrated by Campion Capital mirror East Capital Group’s own culture, creating a partnership grounded in shared standards and long-term ambition.”

Ed Bradley-Norman, Partner and Head of Research at Campion Capital adds: “Enduring partnerships are built on people, independence and aligned values. In institutional markets such as the US and UK, allocators seek managers who combine specialist heritage with stability and clarity. In East Capital, we found a firm that brings both.”

Through the partnership, East Capital’s emerging and frontier markets strategies will be introduced to institutional investors in the US and UK. In the US, the strategies will be offered primary through Collective Investment Trusts (“CITs”); the strategies may also be offered via separate accounts and a Limited Partnership (LP) vehicle for pension funds, where consistent with the regulatory status of East Capital advisory activities in the US and applicable law. To date, East Capital Group has predominantly served European investors and, as of 31 December 2025, its assets under management amounted to USD 4.6 billion (EUR 3.9 billion).

Nikodemus Dahlgren, Partner and Head of Sales, East Capital Group, concludes: “This is a partnership in the true sense of the word. From structuring the offering to preparing for market entry, we have worked closely together with a shared commitment to building a scalable and enduring presence in the US and UK institutional markets.”

With complementary expertise, shared values and a mutual belief in the structural opportunity in emerging and frontier markets, East Capital Group and Campion Capital view the partnership as a significant milestone in broadening institutional access to these markets in the US and UK.