Cusana Capital

Cusana Capital is a partner-owned, independent investment boutique that manages concentrated emerging market equity portfolios. Established in 2022 by Robert Marshall-Lee and Jos Trusted, the firm provides clients with access to capital growth opportunities outside the Western world. As patient, long-term investors, it allocates capital to companies capable of compounding earnings over multiple cycles. Cusana Capital focuses on fundamental stock picking, investing in businesses with superior corporate governance that protect minority shareholders, and maintains a portfolio that is entirely benchmark agnostic. It partners with investors seeking absolute returns from liquid, publicly listed emerging market equities.