Polar Capital North American Fund
Fresh tracks to the land of opportunity
Interview with Andrew Holliman and Richard Wilson
The Polar Capital North American Fund is a Dublin domiciled UCITS, all-cap long-only equity product which aims to achieve long-term capital appreciation through investments in a diversified portfolio of securities in North American companies. The Fund will invest in between 40 and 60 stocks, which will be sourced via quantitative and qualitative screening and will employ a bottom-up approach, focussing on quality and value.
Key fund facts
- A focused all-cap North American long-only equity product
- Managed by fund managers with a long-term track record of consistently generating alpha
- Aiming to significantly outperform the benchmark (>5% p.a.) through an investment cycle
- Pragmatic and simple investment philosophy and process focusing on quality and value
- Takes advantage of entrenched behavioural inefficiencies in North American markets
Polar Capital North American Fund
Fresh tracks to the land of opportunity
The Polar Capital North American Team
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Richard Wilson - Co-managerRichard joined Polar Capital in August 2011 to establish the North American equities team. Prior to joining Polar Capital, he spent 9 years at Threadneedle where he managed more than $4.5bn of institutional mandates on the North American Equities team. He also headed up Threadneedle’s Global Industrial Sector Group. He began his career in 1999, working as an Analyst on the US Equity team for Merrill Lynch Investment Managers. Richard graduated with a First Class MA (Hons) in History of Art from the University of Edinburgh 1999. He is also a CFA charter holder. -
Andrew Holliman - Fund ManagerAndrew joined Polar Capital in August 2011 to establish the North American equities team and a Global Equity Fund. Prior to joining Polar Capital, he spent seven years at Threadneedle where he managed the highly rated $2.5bn Threadneedle American fund as well as successfully managing a number of global funds including the Threadneedle Global Focus Fund and the Threadneedle and Columbia Global Extended Alpha Funds. His career began in 1997 at Baillie Gifford where he worked as an investment analyst on the American and UK smaller caps teams before becoming fund manager of the award winning American fund. Andrew graduated with a first class BCom (Hons) in Business Studies from the University of Edinburgh in 1997 and holds a MSc in Investment Analysis from the University of Stirling. He is also a CFA charterholder.
Team Highlights...
- 26 years of combined investment experience
- Andrew and Richard have worked together for 8 years
- 10 year record of consistent strong outperformance vs. the benchmark
- Andrew has outperformed the UK IMA North American peer group in every calendar year as a fund manager
- Historically delivered top decile and quartile returns versus peer group