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 £21.4 billions (as at 31 March 2025).

Polar Capital articles / content

Can AI’s momentum overcome volatility?

Polar Capital

Can AI’s momentum overcome volatility?

Alastair Unwin explores how geopolitics, macro-economics, and disruptive moments like DeepSeek are shaping a new technological cycle.

How policy is driving performance in Japan

Polar Capital

How policy is driving performance in Japan

Chris Smith explains how a record-breaking earnings season is reinforcing Japan’s structural shift and capital return policies.

Is Japan’s trade outlook a risk or an opportunity?

Polar Capital

Is Japan’s trade outlook a risk or an opportunity?

Gerard Cawley provides an update on how global trade tensions are shaping the short-term outlook for Japanese equities

Unlocking hidden value in Financials

Polar Capital

Unlocking hidden value in Financials

Simon Cordery and Nick Brind provide an overview of the Trust, discussing its history, performance, investment process, and the team...

Is decarbonisation still a priority?

Polar Capital

Is decarbonisation still a priority?

As AI adoption grows, so does its energy demand. Thiemo Lang discusses the Fund’s AI exposure and its role in...

China and the shifting global economic order

Polar Capital

China and the shifting global economic order

Jerry Wu discusses the opportunity emerging market countries have to become their own ‘self-sustaining growth engine’

The phone call that could push UK inflation down and GDP up

Polar Capital

The phone call that could push UK inflation down and GDP up

George Godber and Georgina Hamilton discuss how Russian gas and oil exports could be very good news for the UK...

DeepSeek and the positive implications for AI beneficiaries

Polar Capital

DeepSeek and the positive implications for AI beneficiaries

Xuesong Zhao and Nick Dumas-Williams discuss DeepSeek’s release of their R1 model and how it might act as a long-term...

Reimagining the relationship between humans and machines

Polar Capital

Reimagining the relationship between humans and machines

Ben Rogoff and Xuesong Zhao of the Polar Capital Global Technology team on the investment opportunities beyond technology as AI...

2025 Outlooks: Geopolitics, monetary policy & Trump 2.0

Polar Capital

2025 Outlooks: Geopolitics, monetary policy & Trump 2.0

Read Polar Capital’s investment teams’ views on what they believe will lead the market discussions as we move through 2025