Watch and listen as the Polaris’ investment team details its on-the-ground research from 2024, with key insights from travels to China. Much attention was focused China’s consumer spending slowdown, and its impact globally especially in luxury goods, alcohol sales and auto purchases.  The investment team detailed how they pinpointed “value” in the Chinese markets, with strong emphasis on consumer sectors. Further discussion focused on China’s dominance in the electric vehicle (EV) industry, as well as the European and U.S. portfolio players that cater to this burgeoning market. The investment team critically analyzed the pitfalls of investing in China EVs, pointing to higher U.S. tariffs and manufacturer oversaturation.
Founder and president Bernie Horn reflected on the “patience” needed in recent growth markets, while offering an upbeat outlook for 2025. He also discussed 2025 expectations by sector, adding color about consumer sectors, industrials and health care. The investment team fielded questions from the in-person and online audience during the fireside chat, with portfolio managers and analysts discussing everything from interest rates to the South Korean geopolitical turmoil.
Â
recent seminars available here
Interested in checking out some of our previous global investment seminars? Click below to watch previous year investment seminars prepared by our team of portfolio managers and investment analysts.
Polaris Capital Management LLC is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC). Polaris' website provides general information regarding our business along with access to additional investment related information. Material presented is meant for informational purposes only. To the extent that you utilize any financial calculators or links in our website, you acknowledge and understand that the information provided to you should not be construed as personal investment advice from Polaris or any of its investment professionals. For additional information regarding our services, or to receive a hard copy of our firm's disclosure documents (Form ADV Part I and Form ADV Part II), contact client service. You may also obtain these disclosure documents online from the SEC Investment Adviser Public Disclosure (Firm CRD# 106278). ©2013-2025 Polaris Capital Management, LLC. All rights reserved.
IMPORTANT INFO: RETIREMENT CALCULATOR
The retirement calculator is a model or tool intended for informational and educational purposes only, and does not constitute professional, financial or investment advice. This model may be helpful in formulating your future plans, but does not constitute a complete financial plan. We strongly recommend that you seek the advice of a financial services professional who has a fiduciary relationship with you before making any type of investment or significant financial decision. We, at Polaris Capital, do not serve in this role for you. We also encourage you to review your investment strategy periodically as your financial circumstances change.
This model is provided as a rough approximation of future financial performance that you may encounter in reaching your retirement goals. The results presented by this model are hypothetical and may not reflect the actual growth of your own investments. Polaris strives to keep its information and tools accurate and up-to-date.
The information presented is based on objective analysis, but may not be the same that you find at a particular financial institution, service provider or specific product’s site. Polaris Capital and its employees are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this tool. Polaris is not responsible for any human or mechanical errors or omissions. All content, calculations, estimates, and forecasts are presented without express or implied warranties, including, but not limited to, any implied warranties of merchantability and fitness for a particular purpose or otherwise.
Please confirm your agreement/understanding of this disclaimer.
DISCLAIMER: You are about to leave the Polaris Capital Management, LLC website and will be taken to the PCM Global Funds ICAV website. By accepting, you are consenting to being directed to the PCM Global Funds ICAV website for non-U.S. investors only.