Geographical and sector investment
Polar Capital Holdings is an investment management company based in London delivering investment advisory services.
Run by chief exeuctive Gavin Rochussen, the company offers professional and institutional investors a range of geographical and sector investment opportunities, and funds diversified by asset class, geographical, sector specialisation, strategy and structure.
Since its foundation in 2001, it has grown to 11 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined assets of £13.6bn (as of 29 June 2018).
Caledonia Investments owns 7% of the company's equity, while 35% is held currently by Polar Capital's directors, founders and employees.
Round-up of asset manager trading updates
50-80 stock portfolio
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
Outflows of £230m
UK elections will throw up opportunities
Recent geopolitical turmoil and concerns about the Trump administration's ability to enact promised fiscal reforms have led speculators to push up the yen versus all currencies once again.
Fund launched in January
Favouring stocks with UK domestic exposure
Criticised pricing policies
In the third part of a short series, managers tell Investment Week which value plays still look attractive after a strong run this year.
Pair previously worked at Miton
Takes up role in July
Round-up of trading updates for end of 2016
Juliet Schooling Latter's fund picks
Godber not joining until April
Rallied following Clinton defeat
Harrington Cooper's latest Asset Allocation Tracker
US govt likely to be supportive of biomedical research
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...
Further outflows from Japan funds
Fund launch due by year-end
Eight years after the collapse of Lehman Brothers' triggered the global financial collapse, fund managers reveal the biggest lessons learned and those which remain on the horizon and are continuing to threaten the asset management industry.
Negative total return in H1 results