Cusana Capital

Cusana Capital is a partner-owned, independent investment boutique that manages concentrated emerging market equity portfolios. The business was established in 2022 by Robert Marshall-Lee and Jos Trusted to provide clients with access to some of the most exciting capital growth opportunities outside of the Western world. As patient long-term investors, we allocate capital to companies capable of compounding their earnings over multiple cycles. We only invest in businesses that exhibit superior corporate governance and protect minority shareholders. We are fundamental stock pickers, undistracted by market noise and rotations. Our portfolio is entirely benchmark agnostic and consequently differs from our peers and the emerging market indices. We partner with investors seeking absolute returns from liquid, publicly listed emerging market equities. As at launch, our clients are primarily USA and European foundations, pension funds and consultants.