Global Financials|15 Jul 2020

Global Financials: opportunities amidst the crisis

Nick Brind

Fund Manager, Global Financials Team

George Barrow

Fund Manager, Global Financials Team

Since the outbreak of COVID-19, financials have been hit hard with companies across the sector de-rating considerably. However, unlike the global financials crisis, the sector today is part of the solution not the problem. Listen to Nick Brind and George Barrow explain the diverse global opportunities that they are finding in one of the largest sectors.

Nick Brind
Nick joined Polar Capital in September 2010 following the acquisition of HIM Capital, and is manager of the Polar Capital Income Opportunities Fund and co-manager of the Polar Capital Global Financials Trust Plc.
Prior to joining HIM Capital, Nick worked at New Star Asset Management. While there he managed the New Star Financial Opportunities Fund, a high-income financials fund investing in the equity and fixed-income securities of European financials companies, which outperformed its benchmark index in all six years that Nick managed it. Previously, Nick worked at Exeter Asset Management and Capel-Cure Myers. At Exeter Asset Management, Nick managed the Exeter Capital Growth Fund from 1997 to 2003 which over this period was in the top decile of the IMA UK All Companies Sector.
George Barrow
George joined Polar Capital in September 2010 as an analyst on the Financials Team. He works closely with John Yakas on the Polar Capital Asian Opportunities Fund and is a co-manager on the Polar Capital Financial Opportunities Fund, with John, and the Polar Capital Global Financials Trust, with John and Nick Brind.
He has over 10 years’ experience analysing Europe, Asia and emerging markets. Prior to joining Polar Capital, he was an analyst at HIM Capital from 2008 where he completed his IMC.