INVESTMENT MANAGEMENT

Experience and history are hallmarks of good global investment management. We have 100+ years of collective industry expertise; let us guide you to the best investments.

Lead Portfolio Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s. Bernie has been managing global and international equity portfolios for nearly three decades, combining investment technology and traditional fundamental research to produce top-performing portfolios. Our diverse global investment management team, including Assistant Portfolio Managers Sumanta Biswas, Bin Xiao and Jason Crawshaw, is tasked with searching worldwide to find discounted but high-quality stocks in both developed and emerging markets. Our investment team comes from very different backgrounds and countries, offering an immediate level of cognitive diversity. While analysts may conduct research on companies in geographically-familiar areas, they are also tasked with critiquing companies from other locations worldwide.

All products are managed on a team basis, utilizing a consistent process and approach. The focus on team allows each global investment management member to contribute freely to the research process, while engendering an open, communicative workplace. All members of our organization work cooperatively from one office location in Boston. Our personnel, including portfolio managers, analysts, relationship managers and client service, have invested a significant amount of their personal assets in products managed or sub-advised by the firm. Very simply, our interests are aligned with those of our clients.

GLOBAL INVESTMENT MANAGEMENT

CLIENT SERVICE & OPERATIONS

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