Image of NS Partners Logo
Image of NS Partners Logo

Our approach

NS Partners is a research-driven, active manager that combines its
bottom-up fundamental company analysis with top down
economic and liquidity analysis.

Stock selection is based on identifying companies that are expected to generate increasing economic — not accounting — profit (i.e., where returns on invested capital exceed their cost of capital). We closely monitor monetary conditions in the major economies and maintain a strategic bias to those companies, industries, and countries that have superior long-term growth potential.

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Our rigorous research and screening process results in team members, each a specialist in a particular country or region, explaining the rationale for investing in the company before the stock is included in the portfolio. Decisions to buy or sell are made within a broader framework that looks at:

  • Buy thesis

  • Industry outlook

  • EVA

  • Addressable market and competitive dynamics

  • Contribution to portfolio risk

     

NS Partners’ overall objective is to maximize exposure to the best
market opportunities while keeping the portfolio within acceptable
risk tolerance levels and ensuring proper diversification of
investment ideas.

Insights

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Policy perversity

May 7, 2026

The policy biases of the Fed, ECB and Bank of England are opposite to those warranted by economic / monetary conditions.

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UK housing crash?

March 25, 2026

The Gulf War III mortgage rate shock may be the trigger for the long-term housing cycle to enter its “bust” phase.

Read More
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Responding to conflict in the Middle East

March 16, 2026

The Iran conflict highlights how navigating macro shocks is the key to investment success in emerging markets investing. In times of high uncertainty and volatility, it pays to be both disciplined and nimble, recalibrating beliefs and tweaking exposure as the data changes.

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Misplaced ISM optimism

March 11, 2026

A rise in the US ISM manufacturing new orders index was expected to be short-lived even before the outbreak of Gulf War III.

Read More

For additional information on NS Partners Ltd, please contact:

Jean-Philippe-Lemay, CC&L FG [504x504_03]

Jean-Philippe Lemay

Managing Director,
Head of Institutional Sales, Global

 Tel: 1 (438) 944-9136
Eric Hasenauer.

Eric Hasenauer

Senior Vice President,
Co-Head of Institutional Sales, USA

 Tel: 1 (917) 945-0960

John Ricketts

Senior Vice President,
Co-Head of Institutional Sales, USA

 Tel: 1 (203) 615-4847
Carlos Stelin.

Carlos Stelin

Director,
Institutional Sales, Europe

 Tel: 44 (0) 203 535 8107
Photo of Michael Mortimore

Michael Mortimore

Client Relationship
Manager

 Tel: 44 20 3535 8124

Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.

Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.

The NS Parters Ltd. (NS Partners) website may contain hyperlinks to websites operated by parties other than NS Partners. Such hyperlinks are provided for your reference only. NS Partners does not control such websites and is not responsible for their contents. The inclusion by NS Partners of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.

The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.

Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.

NS Partners Ltd.
December 7, 2021

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