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 equity portfolios 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.Â
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.
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.
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.
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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