VALUE INVESTING + GLOBAL MARKETS
This combination delivers strong long-term performance to our clients

For nearly 30 years, we’ve been a trusted partner for institutional investors, delivering strong returns through our value-oriented global investment management strategies. Our unique product portfolio caters specifically to the needs of institutions, endowments, retirement plans, insurance companies, and high-net-worth individuals.

POLARIS IN THE NEWS

FIRST QUARTER 2024 PERFORMANCE UPDATES – APRIL 2024

Polaris’ Global and International Composite commentaries for the quarter ended March 31, 2024 are available! Reports detail performance via country and sector, as well as high-level analysis about holdings. Each report ends with an outlook for coming quarters, and how Polaris is positioning portfolios accordingly. Read more about Polaris’ quarterly investment performance here.

CNN UNDERSCORED: STRATEGIES FOR INVESTING IN CHINA – APRIL 2024

On the backdrop of a weaker-than-expected recovery in China, questions have emerged about the best investment opportunities in the region. Bin Xiao, Portfolio Manager with Polaris Capital, discussed the investment potential and pitfalls, highlighting over-competition and corporate governance concerns. He referenced interest in local tech companies, especially software and hardware in high-tech sectors and manufacturing within China. Bin shared more in the interview, available at CNN Underscored.

BENZINGA: COPPER IS A HOT COMMODITY – APRIL 2024

In an article discussing BHP Group’s $40 billion bid for Anglo American, Jason Crawshaw of Polaris Capital discussed the copper industry’s scramble for assets, with many new companies seeking to get exposure to copper. One reason copper acquisitions are so attractive, per Jason, is that building new copper mines from scratch is expensive and time consuming. The process is even more difficult in certain countries, where permitting is tightly controlled. Learn more about the copper bidding war for Anglo American.