Managers To Watch: Polar Capital's Davis on why nurture, not nature, is key in fund management

Daniel Flynn
clock • 3 min read

Polar Capital's Nick Davis was not overwhelmed by the additional responsibility of running client money when he became a fund manager in 2011, because he was already confident in the high-conviction, bottom-up style of stockpicking he had formed while working as an analyst at Sanford C. Bernstein and Columbia Threadneedle.

"Even if the global marketplace becomes tough, the type of companies I pick will be safe and this conservative approach helps me sleep at night," he said. "If anything, when markets are volatile we are provided with a good opportunity to buy new stocks." After a spell running European mandates at Columbia Threadneedle, Davis, 35, joined Polar Capital in September 2014 to set up the company's European income team.  He has run the group's €50.3m European (ex UK) Income fund and €11.2m European Income fund from their respective launches in June 2015 and October 2014. Moving to a bouti...

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