February 19, 2025: Martial Law Causes SK Market Decline, Recovery Likely in 2025
South Korea’s stock market plunged in the latter half of 2024 due to Black Monday in August, Donald Trump’s U.S. presidential victory, and the martial law fallout in December. South Korean stocks declined indiscriminately. Even companies not reliant on the local economy were hurt. So where does that leave the market in 2025? A lot depends on the political climate.
January 07, 2025: Banks Optimistic About Reg Trends, Rate Cuts and the U.S. Economy
The U.S. banking industry had a standout 2024, as many regional and large bank stocks were up more than +30% year-to-date (through 12/24/24). So where does the industry go from here? Executives from the country’s biggest banks sound optimistic about 2025. Read a perspective on the current state of the U.S. banking system and expectations, within the context of Federal Reserve actions and presidential election results.
October 22, 2024: What Trends To Look For In The Lead-Up To The 2024 Election
It is common for investors to grow timid about investing in equities, believing the U.S. presidential election will have a significant impact on the stock market. Historically, the U.S. stock market tends to grow during election years, opposite to the doomsayers pointing to selloffs. We discuss how equities actually performed in U.S. presidential election years, examining indices across market cap and sector.
September 24, 2024: Past Precedent Suggests Small Caps Are Worth A Closer Look
Small cap stocks have been a profitable asset class over time, as they benefit from what academics refer to as the “small cap premium”. In recent years, this small cap premium has vanished; there has been a significant divergence in performance… with global large cap stocks significantly outperforming. Will the trend reverse?
April 10, 2024: Why Invest in U.S. Small Cap Equities
There are thousands of small, publicly-traded firms across the U.S. and they all seemingly have the potential to make it big. Many promise that they have the next hot technology or the latest drug to cure a disease. On the surface, these companies seem like great investments. However, not all are what they seem; research helps identify the quality businesses from the herd.
February 20, 2024: Time Might Be Up For Growth Stocks
Discussion on inflation and interest rates dominated 2023. No recession was in sight; conversely the S&P 500 Index gained 26.29% for the year. A key driver of returns was accommodative monetary policy. While low-cost capital spurred growth, the unintended consequences were market excess and over-inflated asset values… none of which are healthy for long-term capital market stability. “Time might be up” for growth stocks…
December 11, 2023: Lessons From “It’s A Wonderful Life”
The 2023 banking crisis was set off by just a few banks. The collapse of these two…
We have compiled a comprehensive listing of global and international value investment commentaries that our clients may find relevant. We want to provide unfettered access and understanding to Polaris’ fundamental investment approach: from our global investing philosophy… to our bottom-up research… to our decision making process… to stock buy/sell discipline… to our outlook for coming quarters. There is no better way to offer this information than through the commentaries for the current year. The commentaries detail quarterly performance via country and sector, as well as high-level analysis surrounding individual holdings. Each report ends with an outlook for coming quarters, and how Polaris is positioning portfolios to potentially maximize both short- and long-term success.
IMPORTANT INFORMATION: This video is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. The opinions and analyses expressed in this video/transcript were those of Polaris portfolio manager Jason Crawshaw as of the tv segment/publication date (September 24, 2024) and may be subject to change. Views and opinions of Mr. Crawshaw expressed herein do not necessarily state or reflect those of Polaris Capital Management, LLC, and are not, nor shall be, used for advertising or product endorsement purposes. Information, particularly facts and figures, are dated and in many cases, outdated. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future results, nor is intended to speak to any future periods. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. This does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product, nor does it constitute a recommendation to invest in any particular security.
Polaris Capital Management, LLC makes no warranty or representation, expressed or implied; nor does Polaris accept any liability, with respect to the information and data set forth herein, and Polaris specifically disclaims any duty to update any of the information and data contained in the tv segment/publication. This information and data do not constitute legal, tax, account, investment or other professional advice. Polaris Capital Management, LLC is an investment adviser registered with the Securities and Exchange Commission.
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). ©2013-2025 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.
Please confirm your agreement/understanding of this disclaimer.
DISCLAIMER: You are about to leave the Polaris Capital Management, LLC website and will be taken to the PCM Global Funds ICAV website. By accepting, you are consenting to being directed to the PCM Global Funds ICAV website for non-U.S. investors only.
