Polar Capital



Polar Capital Holdings plc is a specialist, investment-led, active fund management company offering investors a range of predominantly long-only and long/short equity funds.

The company’s investment strategies are based on long-term investment themes, specialist sectors and global, regional or single country geographies. The majority of these assets including the three investment trusts are in long only equity strategies. There are also long/short and convertible bond strategies. They all have a fundamental, research-driven approach, where capacity is rigorously managed to enhance and protect performance.

The three investment trusts are in the specialist sectors of technology, healthcare and financials. In fact, Polar Capital was founded in February 2001 by fund managers Brian Ashford-Russell and Tim Woolley, together with corporate partner Caledonia Investments, with the Polar Capital Technology Trust (PCT) as the first portfolio it managed.

PCT has access to the growth potential of companies in the global technology sector and is managed by one of the largest technology investment teams in Europe. The Trust’s longevity has seen it enjoy a multi-cycle/multi-year track record.
Polar Capital Global Healthcare Trust (PCGH) is run by an investment team of five senior fund managers looking at healthcare’s long-term, secular growth sector as ageing populations drive the demand and the need for increased healthcare provision. Something for us all to consider as we all live longer.

The largest investable equity sector globally is the financial sector which is where the Polar Capital Global Financials Trust (PCFT) invests. Their universe includes banks, life and non-life insurance companies, asset managers, stock exchanges, specialty lenders and fintech companies.

The company’s investment teams are all based in Polar Capital’s principal location in London, with investment staff in offices in Connecticut, Edinburgh, Jersey, Paris and Shanghai.

© 2018 - Harriman House | The Investment Trusts Handbook and Investment Trust Hub website are published by Harriman House. They are independent educational products supported by a number of fund management firms, none of which is responsible for the editorial content provided by any other contributor. | Please note that Harriman House Ltd is not authorised or regulated by the Financial Conduct Authority and as such is not permitted to offer financial or investment advice to UK resident investors, whether or not the intended investments are regulated or unregulated. Nothing appearing on the Investment Trusts Hub website or in any of the content offered as part of the Investment Trusts Hub service should be construed as financial advice. We strongly encourage you to consult an FCA-authorised Independent Financial Adviser before committing to any form of investment. This is not an offer to participate in a collective investment scheme as defined in section 235 of the Financial Services and Markets Act (2000) and therefore investors will not have access to the Financial Services Compensation Scheme or the Financial Ombudsman Service.