Polaris Capital Management Llc is an investment advisor that manages 5.6 BN dollars in regulatory AUM and has 13 employees, of which 6 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/21. The fund's latest filing disclosed 3BN in positions, representing 56% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

POLARIS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BPOP 8.29% Financials 8.81% 0.08% 5 4%
JAZZ 8.15% Health 7.16% 0.16% 3 7%
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POLARIS CAPITAL Founders and Key Employees

Name Title In Position Since
Bernard R. Horn President/Treasurer April-1995
Lorraine B. Horn Director June-2004
Christopher K. Mcleod Director June-2004
Sumanta Biswas Vice President September-2005
Kathleen S. Jacobs Corporate Secretary/Vice President December-2006
Lucy C. Goreham Chief Compliance Officer January-2008
Kelly M. Fitzsimmons Outside Pr December-2009
Andry A. Sutanto Analyst December-2010
Bin Xiao Assistant Portfolio Manager January-2012

POLARIS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro

POLARIS CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets.

Polaris employs an active, unconstrained (all countries, industries and market caps), value-oriented investment strategy. Since country and industry factors have influences on security prices, we employ a proprietary five factor global valuation model that produces a ranking of countries from the most undervalued to the most overvalued. It is a useful cross check on the company valuation screens. The model informs but does not direct the investment process.

Additionally, we believe that normal security price fluctuations can undervalue the cash flow or assets of a company. Using a series of valuation criteria, the Polaris team regularly screens a database of 39,000+ companies to produce a list of approximately 500 - 1000 companies that ...
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POLARIS CAPITAL Portfolio Concentration


BOSTON, Massachusetts
UNITED STATES, 02110-2475

POLARIS CAPITAL Contact Information

Phone Number: 617-951-1365
Fax Number: 617-772-0248



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