PRODUCT PORTFOLIO
Value-driven global and international equity investing is the focus of our business. Our team is invested in products we manage, aligning our interests with those of our clients.
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. Importantly, all products and client portfolios are managed according to our disciplined philosophy, strategy and research process. Read more about our strategy and process.
Our investment objective for the global and international equity products is consistent: to achieve an annualized total return that exceeds the respective benchmarks at lower than market risk over a market cycle of three to five years. The sub-advised international small cap portfolio (market cap from $50 million to $5 billion) seeks to identify the most the most undervalued stocks in the world at a given period, with diversification across industry and country. We are mindful of emerging market exposure, looking to limit investment in these markets to no more than 35% of the international small cap portfolio. The sub-advised U.S. small-cap fund seeks to invest in undervalued U.S. small-cap companies (with market caps from $50 million to $5 billion) with growing and sustainable prospects.
TYPES OF EQUITY PRODUCTS OFFERED
We offer global and international equity management services as separately managed accounts and pooled vehicles for institutions, retirement plans, insurance companies, foundations, endowments and high-net-worth individuals.
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. For more information about the referenced funds, please see below:
