Polar Capital's heritage is based on forming strong relationships with our investors, with whom we aim to forge long-term partnerships. We recognise the importance of understanding what our institutional partners require and delivering to that mandate, with performance at the heart of what we do.
Fund manager access and servicing are key to our efforts, aided by being a nimble boutique which can move at speed. Our dedicated business development team will be happy to discuss how we can help.
Polar Capital’s culture is very much 'investment led' but focused on delivering for our clients. We take a multi-franchise approach, where investment teams share in the success of their franchise and of the wider business.
Investment teams work autonomously but collegiately. And without bureaucracy, meaning they can focus on what they do best: managing money. Stability is key and many of the firm's individuals – both investment and management teams – have long tenures.
Polar Capital offers a range of specialist and thematic strategies. They all share a high conviction approach, evidenced through their active share.
Risk levels within the strategies can be customised to suit different tolerances. If we cannot adapt the strategy to achieve our client’s objectives, our transparent and honest approach will mean we say so, rather than aim to gather assets at all costs. Indeed, the strategies at Polar Capital have set levels of capacity in order to preserve performance.
While investment autonomy is central to Polar Capital’s approach, portfolio characteristics are observed and monitored centrally by Polar Capital’s CIO and risk team and ESG monitoring is an integral part of the oversight process. The risk team monitors each portfolio’s ESG characteristics every month and circulates the results to the portfolio managers. Each strategy is then reviewed in detail every four months in a meeting with the lead fund managers. Analysis of each strategy’s ESG profile is part of this process.
Our strategies are available in a variety of structures. From UCITS and mutual funds to private vehicles. If you are interested in a specific structure, please do talk to us.
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For assistance please telephone +44 (0) 20 7227 2700 or email investor-relations@polarcapital.co.uk
