- ABOUT POLARIS
- OUR APPROACH
A benchmark agnostic diversified “best ideas” global concentrated portfolio of approximately 30-40 fundamentally-strong stocks deemed substantially undervalued.
In addition to pure financial analysis of a stock prospect, our research team triangulates, looking at industry trends, pinpointing market share prospects and speaking with competitors, suppliers and customers. We believe it is very important to collect as much primary source information as possible from each of these sources and assimilate this information to form more general views about the company, industry, global economics, and final stock selection. Only then are companies chosen for the global concentrated portfolio. Although defined as a “concentrated” mandate, the portfolio is typically well diversified across country (both developed and emerging), industry and market capitalization.