Bernard R. Horn, Jr. is President and Portfolio Manager of Polaris Capital Management, LLC, a leading Boston-based global and international value equity firm. Mr. Horn founded Polaris in April 1995 to expand his existing client base dating to the early 1980s. Mr. Horn’s pure global value philosophy combines investment technology with traditional fundamental research. His 40+ year track record exceeds most current competitors in length and has produced admirable risk-adjusted returns since inception.
Known as a forerunner in global and international investing, Mr. Horn has been profiled in The Wall Street Journal, Bloomberg BusinessWeek, Financial Times, Forbes, Fortune, The New York Times, SmartMoney, Investor’s Business Daily, Washington Post and many other national publications. He has appeared on PBS’ Nightly Business Report, PBS’ Consuelo Mack WealthTrack, CNBC, CNN and Bloomberg TV to discuss global market trends. In addition, Mr. Horn has served as a guest lecturer at various investor events including the American Association of Individual Investors Conference, Value Investing Congress, Bloomberg Portfolio Manager Mash-Up, Fund Forum USA and the Morningstar Investor Conference.
Mr. Horn’s written works include: “International Diversification: Why it Still Makes Sense” published in the American Association of Individual Investors Journal (2010); “Should The Falling Dollar Matter?” published in Boomer Market Advisor (2005); “Global Goodies – It’s Riskier Not To Invest Overseas,” published in Financial Planning (2005); “Economic Power To Shift From U.S.” published in Portfolio International (2004); “Portfolios Need International Infusions” and “Review Appealing International Valuations” both published in Physician’s Money Digest (2003); and “International Investing Strategies,” published in the American Association of Individual Investors Journal (1983).
Prior to founding Polaris Capital Management, Mr. Horn worked as a vice president and portfolio manager for Freedom Capital Management Corporation from 1990 to 1992. This position led to the firm’s sub-advisory relationship with the Freedom International Fund, commencing in 1998, which Polaris still manages under the name of RBC GAM International Fund. Prior to Freedom, Mr. Horn worked at MDT Advisers, Inc.
From 1980 to 1990, Mr. Horn was the principal and founder of Horn & Company, an investment counseling firm that specialized in global portfolio management for individuals, trusts, and tax qualified accounts. In July 1989, he formed the Global Value Limited Partnership (predecessor to Polaris Global Value Fund – PGVFX) for the purpose of serving existing and new clients. The Thrift Investors Limited Partnership was formed in 1986. Mr. Horn was responsible for the formation, fund raising, administration, marketing, and management of both funds.
Mr. Horn is a graduate of Northeastern University (1978) with a B.S. in business administration and holds a master’s of science degree in management (M.S.) from the Alfred P. Sloan School of Management at M.I.T (1980). Thesis title: “The Pricing of Commodity Options”, Faculty Advisors: Professors Fischer Black, Robert C. Merton.
In addition to his responsibilities at Polaris, Mr. Horn is actively involved in many volunteer activities and charitable organizations. He serves on various M.I.T. boards, including the Sloan Finance Group Advisory Board, the Golub Center for Finance & Policy Board, and the M.I.T Sloan Executive Board. Additionally, Mr. Horn and his wife, Lorraine, endowed the Steward C. Myers-Horn Family Professor of Finance at the M.I.T. Sloan School of Management, currently held by Professor Antoinette Schoar. The family also endowed The Bernard R. and Lorraine B. Horn Family Medicine Residency Education Center at The Greater Lawrence Family Health Center (GLFHC). The Center is headquarters for the 42 physicians in GLFHC’s four-year residency program who are studying and training to become primary care doctors.
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.
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