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Home > Financial Services > Mutual Funds > Polaris Funds
Polaris Funds
Polaris Capital Management, Inc. is a global and international value equity manager serving the investment needs of institutions and individuals since 1995. Polaris’ global value philosophy is a disciplined combination of disciplined combination of proprietary investment technology and traditional fundamental research that seeks to identify the most undervalued companies worldwide. As of December 31, 2005, the firm managed more than 1.2 billion dollars for a growing number of institutions, retirement plans, insurance companies, foundations, endowments, and high-net-worth individuals.
The firm offers global and international equity management services for institutional clients and high-net-worth individuals. Polaris currently manages or sub-advises 6 pooled funds, including 3 mutual funds and a Luxembourg registered global value fund for non-U.S. investors. In addition, the firm sub-advises a common trust fund available exclusively to government and Taft Hartley pension plans, and a collective trust fund for qualified pension assets. Polaris also manages a limited partnership comprised primarily of demutualized banks. The firm plans to offer additional pooled products in 2006.
The Polaris Global Value Fund may be a suitable investment for individuals who seek a core holding to complement their portfolio with the objective of diversifying their overall portfolio risk. The Fund could make a fine starter fund for investors beginning to assemble portfolios or for anyone looking for a fund that seeks to select securities from many countries and markets.
Fund’s U.S. allocation has been at the lowest point since inception. In picking stocks that comprise the Fund’s portfolio, the management team scans a universe of more than 24,000 stocks across 40 countries. The fund has seen a sharp increase in popularity.
In describing Polaris’ investment strategy fund management team look for companies that have good free cash flow and that can be bought at a good price. The team is looking overseas to areas of the world that are growing rapidly. Outside the U.S., Polaris likes Japanese utility companies including Tokyo Electric Power, Swedish air-bag maker AutoLiv, and an old favorite, German auto parts maker Continental AG.
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