POLAR CAPITAL

Polar Capital is a specialist, investment-led, active fund manager. The company prides itself on its collegiate and meritocratic culture where capacity of investment strategies is managed to enhance and protect performance. Since its foundation in 2001, it has grown steadily and currently has 14 autonomous investment teams managing specialist, active and capacity constrained portfolios, with combined AUM of £30.6 billion (as at 31 March 2026).

POLAR CAPITAL articles / content

Beyond the volatility: Why the AI story is stronger than ever

POLAR CAPITAL

Beyond the volatility: Why the AI story is stronger than ever

Alastair Unwin explains why the underlying growth story for AI remains strong despite the increased volatility in AI stocks over...

Bessent: Does the House really always win?

POLAR CAPITAL

Bessent: Does the House really always win?

Jack Deegan, Fund Manager of the Polar Capital Global Financials Team, explains why US Treasury Secretary Scott Bessent's claim to...

Reflecting on my 25 years of (insurance) investing

POLAR CAPITAL

Reflecting on my 25 years of (insurance) investing

Nick Martin, Lead Fund Manager of the Polar Capital Global Insurance Fund, marks 25 years on the strategy and explains...

European quality stocks are mispriced not broken

POLAR CAPITAL

European quality stocks are mispriced not broken

Nick Davis, Fund Manager of the Polar Capital European ex-UK Income Fund, explains why the derating of Europe's 'old economy...

Polar Capital Global Insurance Webcast

POLAR CAPITAL

Polar Capital Global Insurance Webcast

Join Nick Martin and Dominic Evans, Managers of the Polar Capital Global Insurance Fund, as they discuss why they remain...

Polar Capital Smart Energy Webcast

POLAR CAPITAL

Polar Capital Smart Energy Webcast

Join Thiemo as he explains why he believes the electricity megacycle, a multi-decade investment theme driven by surging energy demand,...

Polar Capital Global Technology Webcast

POLAR CAPITAL

Polar Capital Global Technology Webcast

Join Nick and Ben as they explain why they believe we remain in the early stages of a rare period...

AI debt levels and the Eureka moment for credit markets

POLAR CAPITAL

AI debt levels and the Eureka moment for credit markets

Jack Deegan, Fund Manager of the Polar Capital Financial Credit Fund, explores how growing AI infrastructure borrowing could displace investor...

Warsh, the Fed and lessons from the Second Punic War

POLAR CAPITAL

Warsh, the Fed and lessons from the Second Punic War

Polar Capital's Global Financials Team discusses the Federal Reserve under Kevin Warsh, covering July's rare three-way dissent in favour of...

Japanese equities: corporate reform continues to unlock value

POLAR CAPITAL

Japanese equities: corporate reform continues to unlock value

Polar Capital's Japan Team discusses how corporate reform in Japan continues to unlock value, covering the unwinding of parent-child listings,...

Space: Investing beyond terrestrial constraints

POLAR CAPITAL

Space: Investing beyond terrestrial constraints

Polar Capital's Smart Energy team explain why collapsing launch costs are transforming space from a launch business into an infrastructure...

AI, memory and recent market volatility

POLAR CAPITAL

AI, memory and recent market volatility

Global Technology Fund Manager Nick Evans discusses the recent weeks’ market volatility, where he covers the anti-AI/momentum rotation, weakness in...

Where we really are in the AI cycle

POLAR CAPITAL

Where we really are in the AI cycle

Polar Capital's Global Technology team explain why agentic AI transforms a productivity tool into a general-purpose force reshaping every sector...

Are you positioned for the age of AI?

POLAR CAPITAL

Are you positioned for the age of AI?

Managers Xuesong Zhao and Ben Rogoff discuss how AI is no longer a talking point, and is delivering world change...

Beyond AI: Emerging markets ripe for rethink, not just tech

POLAR CAPITAL

Beyond AI: Emerging markets ripe for rethink, not just tech

Polar Capital's Emerging Markets & Asia team discuss where they see the next wave of opportunities are coming from across...