GLOBAL MULTI-CAP

Our global equity products are diversified across market capitalizations, countries and industries — the ultimate go-anywhere portfolio of approximately 65 to 85 stocks.

In managing our global equity products, our research team conducts monthly screens on a universe of 40,000+ global companies that are narrowed down to a selection of about 500 stocks. Fundamental bottom-up stock research ensues, as our team selects new investments for the global equity portfolios. Fundamental research covers financial analyses of companies including: in-depth review of financial statements, research on suppliers, customers and competitors and meetings with company management. Polaris analysts travel the world, assessing industry conditions, competitive advantages, profitability, operating and financial leverage, and the quality of management — in an effort to identify new companies that will enhance the performance of the global portfolios.

We will invest in any country or sector that meets our investment criteria. Diversification is generally broad within the global equity portfolios, comprised of more than 15 different industry groups and 15 countries. While we strive to have a broad range of market caps, we do not attempt to override the results of the bottom-up research. We believe that our proprietary process has led to the success of our global equity portfolios, as evidenced by our long-term performance.

GLOBAL MULTI-CAP REPORTING (composite only)

GLOBAL MULTI-CAP PERFORMANCEapple_opt

GROWTH OF $10,000 EXAMPLEapple_opt

2017 GLOBAL COMPOSITE REPORTS

DISCLOSURE PRESENTATION apple_opt


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