Global Investment Management Team | Polaris Capital Management

Experience and history are hallmarks of good global investment management. We have 100+ years of collective industry expertise; let us guide you to the best investments.

Lead Portfolio Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s. Bernie has been managing global and international equity portfolios for nearly four decades, combining investment technology and traditional fundamental research to produce top-performing portfolios. Our diverse global investment management team, including Portfolio Managers Sumanta Biswas, Bin Xiao and Jason Crawshaw, is tasked with searching worldwide to find discounted but high-quality stocks in both developed and emerging markets. Our investment team comes from very different backgrounds and countries, offering an immediate level of cognitive diversity. While senior investment analysts may conduct research on companies in geographically-familiar areas, they are also tasked with critiquing companies from other locations worldwide.

All products are managed on a team basis, utilizing a consistent process and approach. The focus on team allows each global investment management member to contribute freely to the research process, while engendering an open, communicative workplace. All members of our organization work cooperatively from one office location in Boston. Our personnel, including portfolio managers, senior investment analysts, relationship managers and client service, have invested a significant amount of their personal assets in products managed or sub-advised by the firm. Very simply, our interests are aligned with those of our clients.

GLOBAL INVESTMENT TEAM

Bernard R. Horn, Jr., President and Portfolio Manager

Jason Crawshaw, EVP and Portfolio Manager

Sumanta Biswas, CFA, VP and Portfolio Manager

Bin Xiao, CFA, Portfolio Manager

Kenneth D. Kim, Senior Investment Analyst

Samuel J. Horn, Senior Investment Analyst

James White, Investment Analyst

Kevin Xu, Investment Analyst

Meredith Winsor, Junior Investment Analyst

MANAGEMENT AND SUPPORT

Kathleen Jacobs, VP, Business Manager and Director of Human Resources

Andry Sutanto, CFA, Chief Technology Officer

Bernard Maitai, Business Development and Relationship Manager

Roberto E. Ramirez, Chief Financial Officer

Patrick McCauley, Manager of Trading

Horace Henderson, Technology and Operations Manager

George Barrett, CAIA, Senior Client Service Associate

Erin Gibson, Senior Client Service Associate

Ibrokhim Iskandarov, Software Engineer/Developer

Timothy McElroy, Office Coordinator

Jack Collins, Associate

OUTSOURCED SERVICES

Elizabeth Murray, Chief Compliance Officer

Christopher Reid, Consultant

UNPARALLELED EXPERTISE IN INVESTMENT MANAGEMENT

For nearly 30 years, Polaris Capital has been a leader in investment management. Our team of experienced professionals brings a deep understanding of global markets and a commitment to rigorous research and analysis. We utilize a combination of cutting-edge technology and time-tested investment philosophies to create customized solutions for each client. Whether you require separately managed accounts or pooled vehicles, we offer a comprehensive suite of investment management services to meet your specific needs.

INSTITUTIONAL INVESTING WITH A GLOBAL PERSPECTIVE

At Polaris Capital, we understand the unique challenges and opportunities faced by institutional investors. Our global investment management strategies are specifically designed to meet the long-term investment goals of institutions like endowments, retirement plans, insurance companies, and foundations. We focus on a value-oriented approach, seeking undervalued companies with strong fundamentals across the globe. This disciplined approach allows us to build diversified portfolios with the potential for superior risk-adjusted returns.