We invite you to peruse our literature, from blogs to commentaries to press interviews, which may provide some insight as to Polaris’ global investment strategies, current research and stock picks. We hope you will find the content both informative and useful in making sound investment decisions. Historical interviews and dated media materials are available upon request.
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
Imagine yourself in a casino. Bright, flashing lights, people gathered around tables cheering on their fellow gamblers…
February 20, 2024: Time Might Be Up For Growth Stocks
2023 will be remembered as a year of several plot lines. The year started with economists calling for a recession…
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.
View the Polaris Investment Seminars from the past few years! The annual seminars provide information from the investment management and client services teams at Polaris, each of whom contributes salient details for a year-in-review. Information about current assets under management, performance review, highlights of portfolio companies, recent buys and sells and other important themes are addressed. The investment seminars highlight both U.S. and non-U.S. companies, favoring a bottom-up analysis of stock performance against a backdrop of current macro-economic trends. An investor favorite – the Fireside Chat Q&A – session has also been included in each replay. Listen in as colleagues, shareholders, investors and external analysts ask questions of the Polaris portfolio manager panel.
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.
BERNIE HORN DISCUSSES FREE CASH FLOW DISCIPLINE; INTEREST RATE CUTS
Bernie Horn detailed Polaris’ free cash flow discipline, looking for companies that can increase prices faster than inflation and keep profit/loss statements inline. Opportunities abound in higher interest rate environs, with Bernie referencing “cross currents” of interest: i.e. impressive EV production in China that is finding traction in emerging markets. Listen to the complete radio show here.
INVESTMENT ANALYST FEYI ILEMORE JOINS POLARIS
September 3, 2024: Polaris Capital Management, LLC, today announced the hiring of Feyi Ilemore as an investment analyst. With a wealth of international investment research experience, Ms. Ilemore will add valuable contribution to the research process, collaborating with an experienced team of portfolio managers and analysts. Read the full press release about Ms. Ilemore here.
INTERNATIONAL DIVERSIFICATION – WHY IT STILL MAKES SENSE
In November 1983, Bernie Horn wrote an article about the benefits of international diversification. At the time, very few investors even considered international diversification as an investment option. In the nearly 40 years since that article was written the world has changed dramatically.
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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