As uncertainty in US healthcare reform begins to diminish, Daniel Mahony and Gareth Powell, healthcare managers at Polar Capital, look at the potential for further regulatory reform
Investment Week |
05 Nov 2010
The Japanese market has risen modestly in recent weeks and the 1% move in the broader Topix Index during July was disappointing given the broad rally seen in developed markets.
Investment Week |
19 Aug 2010
Polar Capital's Ben Rogoff has put the 3% cash position in his Technology trust back into the stock market as valuations become compelling after the recent correction.
Investment Week |
21 Jun 2010
The £408m Polar Capital Technology Trust beat its benchmark over one year as technology stocks have benefitted from a cyclical upturn, the manager says.
Investment Week |
11 Jun 2010
The managers of Polar Capital’s UK Absolute Return fund have used the turbulence of the past fortnight to increase net market exposure to its highest level this year, adding to positions in favoured banks and miners.
Investment Week |
17 May 2010
Octopus is planning to add a new product to its IM Octopus multi-manager fund range in the autumn.
Investment Week |
10 May 2010
The Japanese market has yet again proved to be very contrarian.
Investment Week |
19 Apr 2010
Polar Capital’s assets under management have increased 71% over the past year as the boutique sees strong inflows into its long-only and hedge vehicles.
Investment Week |
15 Apr 2010
Polar Capital plans to launch a healthcare-focused investment trust targeting the historically low valuations on offer in the sector.
Investment Week |
06 Apr 2010
HSBC Global Asset Management’s Nick Pothier has added the Polar Capital Technology and Healthcare funds to his Open Global Return vehicle as part of a long-term bet on the sectors.
Investment Week |
06 Apr 2010
Many market commentators started the year tipping Japan as a contrarian, laggard equity investment for 2010.
Investment Week |
15 Mar 2010
Skandia’s UK Strategic Best Ideas fund has reached an all-time-high net market exposure following the removal of two mandates last month.
Investment Week |
15 Mar 2010
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