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 Information, particularly facts and figures, are dated and in many cases, outdated.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.
BOOMING DEMAND AND MUTED SUPPLY: WHY TOP MANAGERS BACK EAGLE MATERIALS
Eagle Materials is attracting big bets from top investors keen to profit from strong prospects in the U.S. construction industry. In an article from Citywire’s Algy Hall, Senior Investment Analyst Sam Horn discusses Eagle’s footprint in booming state markets like Texas, New Mexico and Colorado, plus the infrastructure incentives stemming from federally-back plans.
BERNARD HORN EXITS HYUNDAI MOBIS, BOOSTS HORIZON THERAPEUTICS
GuruFocus describes Polaris’ efforts to “generate strong risk-adjusted returns and capital appreciation” by investing in discounted but high-quality stocks in developed as well as emerging markets. Among the the latest quarterly buys and sells from Polaris and Bernard Horn (who was the featured speaker at the 2023 GuruFocus Seminar), were Teleperformance, Tecnoglass, TotalEnergies and Cullen/Frost Bankers. The company exited Hyundai Mobis.
THE LARGEST MONEY MANAGERS OF 2023
Polaris Capital Management, LLC, a leading global equity manager headquartered in Boston, was named among the largest money money managers in 2023. Managers were ranked by total worldwide institutional assets under management through December 31, 2022.
7 BEST MINING STOCKS FOR THE ENERGY TRANSITION
Sam Horn, senior investment analyst with Polaris, talks about a number of copper stocks that take advantage of the energy transition. “Copper is at the core of all types of renewable energy initiatives: EVs, wind farms, turbines and fuel-efficient airplane engines,” he notes. But extracting copper is hard work, with mountainside mines and limited water sources in far-flung locations. Dominant players in the copper industry are primed for success, taking advantage of the supply-demand constraints.
A LOOK AT BERNARD HORN’S TOP HOLDINGS AHEAD OF VALUE CONFERENCE
The guru will be one of the keynote speakers during the annual event in May 2023
Bernie Horn, portfolio manager for Polaris Capital, seeks to generate strong risk-adjusted returns and capital appreciation by investing in discounted but high-quality stocks in developed and emerging markets. To learn more about Polaris’ current holdings in its global and international portfolios, please visit www.gurufocus.com.
10 BEST ENERGY STOCKS TO BUY IN 2023
Renewable energy (solar, wind) sources (and the accompanying battery storage) can’t power current needs. Sam Horn, senior investment analyst with Polaris Capital, discussed the issue at length, pointing out the hurdles and expenses involved in renewable electricity storage capacity, while highlighting liquified natural gas as a transition fuel. He subsequently discussed a number oil/gas companies in the U.S. that are working to make their production greener.
The views in the global value investing article excerpts/hyperlinks were those of portfolio management as of each article’s publication date and may be subject to change. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. Please refer to the International Equity Composite or Global Equity Composite recent quarter end performance and related information. Excerpts/hyperlinks reference individual securities that may or may not currently be held in the global value investing portfolios.
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.
This website uses necessary cookies to make our site work. A handful of non-essential cookies seek to enhance the browsing experience, analyze website traffic and improve site usage and functionality via analytics. By clicking “Accept“, you consent to accept these non-essential cookies; however, you can opt-out by clicking "Deny". See our cookie policy here.
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.