Polaris Capital Management, LLC is a Boston, Massachusetts money manager that specializes in the management of international, domestic and global equity portfolios.
Polaris employs an unconstrained pure value equity selection process that is characterized as an active, all-capitalization investment approach. The approach utilizes bottom-up research to uncover the most undervalued streams of free cash flow in the world. Identifying these streams of sustainable cash flow (e.g. companies) requires a “statistically patient” investment process. Polaris’ investment team believes normal market fluctuations will continue to produce undervalued companies.
The investment philosophy has been in place since 1984, with minor changes along the way to improve the process.
*as of 12/31/22
Polaris Portfolio Managers
Bernard R. Horn Jr.
MDT Advisers, Inc.
Freedom Capital Management Corporation
Horn & Company
B.S. Northeastern University
M.S. Massachusetts Institute of Technology
Sumanta Biswas, CFA
Securities and Exchange Board of India
B.S. North Bengal University
M.B.A. Calcutta University
M.S. Boston College
Bin Xiao, CFA
HSBC Global Investment
Beijing Institute of Technology in China
M.S. Rochester Institute of Technology
M.B.A. Massachusetts Institute of Technology
Liberty Square Asset Management
Brait Specialized Funds U.S.
First Rand and Coronation Securities of South Africa
B.A. Middlebury College
M.B.A. University of Notre Dame