Hedge Fund - Polaris Capital Management

Polaris Capital Management, LLC, based in Boston, Massachusetts, specializes in managing international, domestic, and global equity portfolios. The firm employs an unconstrained pure value equity selection process, characterized by an active, all-capitalization investment approach.

Bernard R. Horn Jr. is the President and Portfolio Manager of Polaris Capital Management, LLC, a leading Boston-based global and international value equity firm. He founded Polaris in April 1995 to expand his client base, which dates back to the early 1980s. Mr. Horn’s pure global value philosophy integrates advanced investment technology with traditional fundamental research. With a track record exceeding 30 years, he has consistently delivered impressive risk-adjusted returns, outpacing many of his contemporaries. Recognized as a pioneer in global and international investing, Mr. Horn has been featured in major publications such as The Wall Street Journal, Bloomberg BusinessWeek, Financial Times, Forbes, Fortune, The New York Times, SmartMoney, Investor’s Business Daily, and The Washington Post. He has also appeared on prominent television programs, including PBS’ Nightly Business Report, PBS’ Consuelo Mack WealthTrack, CNBC, CNN, and Bloomberg TV, where he discusses global market trends. Additionally, Mr. Horn has served as a guest lecturer at various investment conferences, including the American Association of Individual Investors Conference, Value Investing Congress, Bloomberg Portfolio Manager Mash-Up, Fund Forum USA, and the Morningstar Investor Conference. Before founding Polaris, Mr. Horn was a Vice President and Portfolio Manager at Freedom Capital Management Corporation from 1990 to 1992. This role led to Polaris' sub-advisory relationship with the Freedom International Fund, which began in 1998 and continues under the name RBC GAM International Fund. Before his tenure at Freedom, he worked at MDT Advisers, Inc. Mr. Horn holds a B.S. in Business Administration from Northeastern University (1978) and an M.S. in Management from the Alfred P. Sloan School of Management at MIT (1980).

Polaris Capital Management is a prominent advisory firm managing discretionary assets totaling $11,775,149,425, as reported in their Form ADV dated March 2024. Serving 34 clients, their latest 13F filing for Q1 2024 reported $2,006,718,052 in managed 13F securities, with a top 10 holdings concentration of 46.28%. Their largest holding is Linde Plc, with 484,392 shares.