2025 PERFORMANCE REVIEW
FINDING VALUE DURING MARKET DISLOCATIONS
APPLYING VALUE DISCIPLINE IN THE HEALTH CARE SECTOR
M&A ACTIVITY AS A SOURCE OF VALUE
AI EXPOSURE THROUGH VALUE DISCIPLINE
CASE STUDIES IN PATIENT VALUE INVESTING
GLOBAL MARKET OUTLOOK
INTERNATIONAL SMALL CAP STRATEGY: PERFORMANCE REVIEW
INTERNATIONAL OPPORTUNITIES STRATEGY: PERFORMANCE REVIEW
U.S. SMALL CAP STRATEGY: PERFORMANCE REVIEW
Narrows a universe of 40,000+ global companies to a selection of about 500 stocks with the greatest potential for undervalued streams of sustainable cash flow or assets. Available as separately managed accounts, the Polaris Global Value Fund, Polaris Global Value UCITS Fund (Ireland domiciled ICAV), Macquarie Polaris Global Equity Fund and other offerings.
Screens 24,000 international (non-U.S.) stocks to produce a list of approximately 500 companies; from there intensive fundamental research is applied to each international stock “buy candidate”. Available as separately managed accounts, the Pear Tree Polaris Foreign Value Fund, private funds and other offerings.
Offers a well-diversified portfolio of approximately 75 stocks of non-U.S. companies located in Europe, Australia, the Far East, with additional opportunities in emerging markets. Available as the Pear Tree Polaris International Opportunities Fund.
Showcases opportunities, as international small cap companies are thinly covered by analysts. We are able to dig in and find undervalued stocks within the international small cap space. Available as the Pear Tree Polaris Foreign Value Small Cap Fund.
Seeks to invest in undervalued U.S. small-cap companies with growing and sustainable prospects – with added flexibility to invest in companies from $50 million up to $5 billion in market cap. Available as the Pear Tree Polaris Small Cap Fund.
Comprises previously converted thrifts as well as deposit accounts in mutual banks, which give Polaris valuable preferential rights to purchase stock if the mutual institution converts to stock ownership. Available in a Polaris thrift portfolio.
Forerunners in global investing, we are frequently tapped by national media for stock & fund insights.
PERSPECTIVE: APRIL 2026
TRENDING: MARCH 2026
LATEST: MARCH 2026
UPDATE: FEBRUARY 2026
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IMPORTANT INFO: RETIREMENT CALCULATOR
The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.
This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.
The information presented is based on objective analysis, but may not be the same that you find at a particular financial institution, service provider or specific product’s site. Polaris Capital and its employees are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Polaris is not responsible for any human or mechanical errors or omissions. All content, calculations, estimates, and forecasts are presented without express or implied warranties, including, but not limited to, any implied warranties of merchantability and fitness for a particular purpose or otherwise.
Please confirm your agreement/understanding of this disclaimer.
DISCLAIMER: You are about to leave the Polaris Capital Management, LLC website and will be taken to the PCM Global Funds ICAV website. By accepting, you are consenting to being directed to the PCM Global Funds ICAV website for non-U.S. investors only.