All teams
Data as at 30.09.2021
i

Emerging Markets & Asia

AUM
5Team size

Emerging Markets & Asia

Jorry Rask Nøddekær arrived at Polar Capital from Nordea Investment Management in June 2018 to set up an EM growth franchise. The team runs one single country fund (China Stars), two regional funds (Asian Stars and Emerging Market Stars) and a single country hedge fund (China Mercury). ESG is central to how they run all four propositions.
i

European Forager Strategy

AUM
3Team size

European Forager Strategy

One of two specialist hedge funds at Polar Capital, co-managed by Michael Vise, Ali Amiri-Garroussi and Daniel Marshall. Michael started at Polar Capital in 2003 before joining the European team in 2005. He has been a co-manager of the Fund since 2007. Ali joined Polar Capital in 2007, before joining the team in 2012. He has been a co-manager of the Fund since 2017. Daniel joined the team in 2014 and has been a co-manager of the Fund since 2020.
i

European Income

AUM
3Team size

European Income

European ex-UK Income, managed by Nick Davis, is one of three dedicated income funds from Polar Capital. Joining from Threadneedle, he set up the European investment team in September 2014 and has been the lead manager of this equity income fund since its launch the following year. He previously managed the Threadneedle European Fund and Pan European Equity Dividend Fund.
i

Global Convertible

AUM
5Team size

Global Convertible

Managers David Keetley and Stephen McCormick are part of a five-strong team that runs the Global Convertible (GCB) and Global Absolute Return funds. They typically invest in convertible bonds to provide income and capital growth (GCB) or a positive absolute return over rolling 12-month periods, in all market conditions. Both funds also aim to limit downside risk.
i

Global Financials

AUM
5Team size

Global Financials

The senior members of the team joined Polar Capital when it acquired HIM Capital, formerly Hiscox Investment Management, in 2010, to establish the firm’s financials franchise. Lead managers John Yakas, Nick Brind and George Barrow now run the Financial Opportunities and Income Opportunities funds alongside the specialist closed-end product, Polar Capital Global Financials Trust.
i

Global Healthcare

AUM
8Team size

Global Healthcare

The eight-strong specialist healthcare team, set up in 2007, is led by Gareth Powell as Head of Healthcare, manager of the Healthcare Opportunities Fund. The team’s other fund managers are James Douglas (Healthcare Blue Chip Fund and the Global Healthcare Trust, with Gareth), David Pinniger (Biotechnology Fund) and Deane Donnigan (Healthcare Discovery). The team benefits from a huge amount of industry experience – including Dr Daniel Mahony in a consultancy role – with many having previously held senior industry roles, either as a research scientist, clinical specialist, in equity sales and research, or working in academic laboratories and institutes.
i

Global Insurance

AUM
2Team size

Global Insurance

The senior members of the team joined Polar Capital when it acquired HIM Capital, formerly Hiscox Investment Management, in 2010. Bar three years at chartered accountants Mazars Neville Russell, fund manager Nick Martin is a true company man, having worked on the Fund since 2001 when he joined Hiscox. Dominic Evans joined Polar Capital in 2012 from KPMG where he worked with a number of global insurance companies.
i

Global Technology

AUM
10Team size

Global Technology

Polar Capital’s first portfolio was a technology investment trust managed by the company’s founders. Today, the technology team, headed by Nick Evans and Ben Rogoff, has grown to 10 – one of the largest, most experienced sector investment teams in Europe – running two specialist open-ended funds (Automation & Artificial Intelligence and Global Technology) alongside the Polar Capital Technology Trust.
i

Japan

AUM
2Team size

Japan

The Japan team was the first OEIC to be launched by Polar Capital back in 2001. The team is now led by Gerard Cawley who joined the firm from Schroders in 2005 and has been manager of the Japan Value Fund since its launch in 2012. Chris Smith joined the team in 2012 as an analyst before becoming co-manager of Japan Value in 2018.
i

Melchior European Absolute Return

AUM
3Team size

Melchior European Absolute Return

Led by Leonard Charlton, the European Absolute Return Team has managed the Melchior European Absolute Return Fund since its launch in February 2010. With alpha generation as the focus of their strategy, they are bottom-up long and short investors in highly liquid, listed European equities. They source alpha from a variety of market exposures, carefully managing against concentration risk, while maintaining a low net exposure to equity markets within their Fund and use leverage cautiously.
i

Melchior European Opportunities

AUM
3Team size

Melchior European Opportunities

The European Opportunities Team has managed the Melchior European Opportunities Fund since its inception in May 2010. They aim to outperform the MSCI Europe by >3% on an annualised basis through long-only investments in European equities. Led by David Robinson, the Team use bottom-up stock selection to identify high quality companies with strong fundamentals that are leaders in niche markets with high barriers to entry. The unconstrained, concentrated portfolio typically has a lower absolute volatility than the market.
i

Melchior Global Equity

AUM
2Team size

Melchior Global Equity

The Global Equity Team has managed the Melchior Global Equity Fund since its inception in August 2010, aiming to generate long-term capital returns for their investors. They analyse the world's stock markets (their universe is more than 6,000 companies) irrespective of location, industry or size. They select stocks with attractive business dynamics they feel are not recognised in their share price, combined with strong momentum in both their business and share price performance.
i

North America

AUM
4Team size

North America

In August 2011, the team was established by value investors Andrew Holliman and Richard Wilson, with the fund launched three months later. Previously, Holliman was manager of the Threadneedle American Fund as well as a number of the firm’s global portfolios, while Wilson looked after institutional and segregated mandates within their US equity team.
i

Phaeacian Partners

AUM
6Team size

Phaeacian Partners

Phaeacian Partners was founded by Pierre O. Py and Greg Herr in partnership with Polar Capital. Prior to establishing Phaeacian Partners in 2020, Pierre and Greg worked together at First Pacific Advisors (FPA) where they assembled the team. They are both owners and managing partners of the firm. Together, they share a common vision of investing as well as business management. The team manage a range of world equity funds, that they have managed for a number of years, which are registered for sale in the US.
i

Sustainable Thematic Equity

5Team size

Sustainable Thematic Equity

Thiemo Lang joined Polar Capital from Robeco Switzerland Ltd, Zurich, in September 2021 to set up the Sustainable Thematic Equity investment team. The team manages a Smart Energy Fund and a Smart Mobility Fund, both of which are global equity portfolios investing in companies aiming to address sustainability challenges – as per each Fund’s specific theme – across the market-cap scale.
i

UK Value

AUM
2Team size

UK Value

Georgina Hamilton and George Godber have worked together for more than a decade, first at Matterley Asset Management and then Miton Group before joining forces once again at Polar Capital in 2016. They are – and have always been – active, unconstrained stock pickers and value to their core, focussed on companies which are cheap, sustainable and that pass their financial safety check.