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.
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
Chris Smith, analyst - Japanese equities at Polar Capital, discusses the evolution of the Japanese market and the search for income.
Continuing impasse in French market deals
Attractive entry points
Hires of Godber and Hamilton announced last week
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
The past four years has seen analysts forecasting double digit earnings growth for Europe then gradually revising these expectations to zero (or negative) each year.
Property fund is most commonly held vehicle
Japanese redemption offset flows into convertibles
Recognise boutiques and passive investing
Rising stars of the industry