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Polar Capital

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Polar Capital is a specialist, investment-led, active fund management company. 

We offer investors a wide range of regional and sector-based funds built using a fundamental, research-driven approach, run by dedicated, specialist investment teams. The Company manages three sector-based investment trusts, covering some of the largest sectors in the world: technology, healthcare and financials.

Polar Capital Technology Trust plc

Growing our investors’ assets since 1996.

Access the growth potential of companies in the global technology sector. Managed by a team of dedicated technology specialists, this trust has grown to become a leading European investor with a multi-cycle/multi-year track record – a result of the managers’ approach to investing, with the ability to spot developing technology trends early and to invest in those companies best placed to exploit them. 

 

 

Polar Capital Technology Ord (LSE:PCT)

Polar Capital Global Healthcare Trust plc

Healthcare is a growth sector in a low growth world.

Healthcare is a long-term, secular growth sector as ageing populations drive the demand and the need for increased healthcare provision. Global healthcare spending was over $7.6trn in 2014 and is projected to grow faster than GDP.* The political conundrum is how to deliver better healthcare to more people for less money. Healthcare companies with products or services that deliver demonstrable value and drive efficiency are well placed for growth. 

 

Polar Capital Global Healthcare Ord (LSE:PCGH)

Polar Capital Global Financials Trust plc

Oiling the wheels of the worldwide economy.

The financial sector oils the wheels of the worldwide economy and is the largest sector globally. It includes banks, life and non-life insurance companies, asset managers, stock exchanges, specialty lenders and fintech companies. Technological developments and regulatory changes post the financial crisis are leading to profound changes which are providing attractive investment opportunities in a sector in different stages of recovery and within under penetrated emerging markets.

 

Polar Capital Global Financials Ord (LSE:PCFT)

 

Latest articles

Coronavirus: a catalyst for change in financial services

Nick Brind and John Yakas, co-managers of the Polar Capital Global Financials Trust, explore how behavioural changes could affect the financial sector.

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Defensive healthcare

Healthcare sits at the heart of a solution to the coronavirus pandemic, with companies working hard on the development of tests and vaccines. Keeping an eye on all this is James Douglas, a fund manager within Polar Capital’s experienced healthcare team, who is also looking at the companies best placed to offer his investors compelling returns.

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Banks: Ignore them at your peril

They are under pressure from low interest rates, but Nick Brind, Fund Manager at Polar Capital Financials Trust, argues why it would be unwise to write off the banks. 

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Cloud Computing: A business necessity

In just a decade, cloud computing has become the default computing platform, with 88% of organisations now adopting a cloud-first strategy. 

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10 years after the bank lows, is it time to return to financials?

Ten years after banks hit their lows, sentiment towards the sector has once again turned sharply negative. Most bank shares are now at a 40%+ discount to broader equity markets which is significantly larger than their historic levels. So, is the current pessimism misplaced or still valid?

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Healthcare: Investing for the 21st century and beyond

Deane Donnigan, fund manager at Polar Capital, discusses the opportunities within healthcare and whether they will be seized.

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COVID-19: Over the peak

As we near the end of the first phase of the COVID-19 pandemic what will the ‘new normal’ look like? Dr Dan Mahony and Gareth Powell, co-founders of Polar Capital’s healthcare team, discuss the potential roadmap for the coming months, which will frame the long-term economic impact of COVID-19.

Polar Capital Technology Trust plc

Technology delivering disruption

Is Ben a game boy?

Polar Capital Global Healthcare Trust plc

Healthcare Management

Healthcare delivery

Polar Capital Global Financials Trust plc

Overview of Polar Capital Global Financials Trust plc

Edison: Fund manager interview

*Source: World Health Organisation; World Bank

The information provided is not a financial promotion and does not constitute an offer or solicitation of an offer to make an investment into any fund or company managed by Polar Capital. Polar Capital is not rendering legal or accounting advice through this material; viewers should contact their legal and accounting professionals for such information. This document does not constitute a prospectus, offer, invitation or solicitation to buy or sell securities and is not intended to provide the sole basis for any evaluation of the securities or any other instruments, which may be discussed in it. All opinions and estimates in this report constitute the best judgement of Polar Capital as of the date hereof, but are subject to change without notice, and do not necessarily represent the views of Polar Capital. It should not be assumed that recommendations made in future will be profitable or will equal performance of the securities in this document. Polar Capital LLP is a limited liability partnership number OC314700. It is authorised and regulated by the UK Financial Conduct Authority (“FCA”) and is registered as an investment advisor with the US Securities & Exchange Commission (“SEC”).