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Polaris Funds




Polaris Capital Management 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 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. Equity management services are offered as separately managed accounts or pooled funds. Polaris currently manages or sub-advises six pooled funds, including three 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.
 
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, echoing a growing investor preference for funds that invest abroad.
 
Funds invested overseas are positioned to do well in 2005, according to Bernie Horn, president of Polaris Capital Management.  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. Team is looking overseas areas of the world that are growing rapidly – noting that the job market is much stronger in low-cost countries. 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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