We have one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals.
We believe our success is attributable to the consistent and disciplined adherence to the Polaris investment philosophy and process. At its core, the investment philosophy is dedicated to pure global value investing — time-tested over more than four decades. We seek to build value portfolios that can achieve higher than benchmark returns with below market risk. Find out more about our investment philosophy.
We have a disciplined approach to global value investing, with the flexibility to invest in companies in any country (developed or emerging), industry or market capitalization. Diversification extends to more than 15 industry groups and 15 countries. Most investments are held for three to five years, and turnover averages 30% annually.
We conduct bottom-up stock selection, which results in holdings that are considered the most undervalued in the world pursuant to our valuation criteria. In addition to financial analyses, our nine-member research team assesses industry conditions, competitive advantages, profitability, operating and financial leverage and the quality of company management.
Experience and history are hallmarks of good global investment management. The Polaris investment team has 150+ years of collective industry expertise, led by Bernie Horn who has been in investment management since the early 1980s. The other portfolio managers bring decades of experience to the table, supported by senior investment analysts with long standing at the firm. (see the biographies of our team)
Value-driven global and international equity investing is the focus of our business. Our team, from portfolio managers to analysts to relationships manager to client service, is invested in products we manage or subadvise, aligning our interests with those of our clients.
As of September 31, 2024, Polaris Capital has nearly $11 billion in assets under management, distributed across international (71%), global (28%) and U.S (1%) portfolios.
Equity products were founded on our global investing philosophy, seeking out U.S. and non-U.S. stocks across all countries, industries and market caps. For the past 40 years, we have been steadfast in our globally-diversified strategy, with one common denominator: pinpointing potentially undervalued companies with strong fundamentals. All equity products (international and U.S.) at Polaris are a natural extension of the global multi-cap offering. Our firm is uniquely structured to manage core global and international equity pooled funds accessible to all types of investors. In addition to management of non-U.S. registered global funds and a common trust fund for U.S. pension plans, we manage and/or sub-advise a number of U.S. registered mutual funds.
Our global investment management strategies are specifically designed to help institutions, endowments, retirement plans, insurance companies, foundations and high-net-worth individuals achieve their long-term investment goals. Admirable performance has been our core objective for the nearly thirty years in business as Polaris. We invite you to learn more about our investment team, our investment management philosophy and our product portfolio by contacting us today.
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). (c) 2013-2024 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.
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