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.
Ambitious hiring plans
Plans for multiple funds
'Wobbling risk appetite'
Also invested in Liontrust
Less scope for markets to get more expensive
Small-cap managers top charts for second year in a row
Focusing on EM and global funds
Round-up of investment manager trading updates
More balanced exposure
China funds did well
Marsh to begin working on Income fund in February 2018
Active and passive categories
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