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.
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
Digital health driving change
Managers stand firm as panic-selling continues
Polar Capital has added a second European Income fund to its range due to investor demand for a product that excludes UK stocks.
Where is the 'Achilles' heel' for the challengers?
Polar Capital Global Financials trust manager Nick Brind is backing smaller banks to outperform, and predicts a significant boost to financial sector dividends this year.
Polar Capital has seen a drop in assets under management following significant outflows from its range of Japan funds.
Positions in European consumer staples have outperformed in run up to the European Central Bank's quantitative easing programme, as investors look to mimic the highs of US and UK equity markets, according to Polar Capital's Nick Davis.
Polar Capital plans to add a second European Income fund to its range following demand from clients for a fund which excludes UK stocks.
Polar Capital has reported a 'challenging' first half of its financial year after Japanese market movements weighed on the business.
Oliver Wallin, multi-manager investment director at Octopus Investments, has called for more providers to offer hedged share classes on their funds.
Neil Woodford, private equity investor Jon Moulton and former Goldman Sachs Asset Management chair Jim O'Neill are among those to have backed digital bank Atom ahead of its 2015 launch.
People across the world are living longer than ever as healthcare provision improves and medicine advances. But how can investors take advantage of this trend?
Polar Capital has launched a European Income fund for ex-Threadneedle manager Nick Davis, who joined the group last month.
Healthcare will see ‘once-in-a-lifetime’ structural shift