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 £28.4 billion (as at 31 December 2025).

POLAR CAPITAL articles / content

From conflict to compute: Navigating emerging markets in 2026

POLAR CAPITAL

From conflict to compute: Navigating emerging markets in 2026

Despite Middle East tensions introducing volatility across EMs, Jorry Nøddekær believes markets are more constrained by compute power than by...

From hype to proof: AI’s inflection point

POLAR CAPITAL

From hype to proof: AI’s inflection point

The macro backdrop has been volatile but the AI trade has remained resilient. Xuesong Zhao explains why and what it...

25 lessons from 25 years of insurance investing

POLAR CAPITAL

25 lessons from 25 years of insurance investing

Nick Martin reflects on nearly 25 years running the strategy and shares the lessons that have shaped his investment approach.

Healthcare: Led by science, driven by returns

POLAR CAPITAL

Healthcare: Led by science, driven by returns

Using real-world drug development stories, James Douglas and Damiano Soardo highlight how breakthrough science can translate into powerful earnings upgrades

Biotech’s strengths: Innovation and product launches

POLAR CAPITAL

Biotech’s strengths: Innovation and product launches

David Pinniger discusses the themes that he believes will act as catalysts for the biotechnology sector.

The AI race is accelerating: Winners, losers, and disruptive change

POLAR CAPITAL

The AI race is accelerating: Winners, losers, and disruptive change

Ben Rogoff explains why he believes AI is entering a more disruptive phase, driven by rapid model evolution and the...

Can broadening growth redefine emerging markets?

POLAR CAPITAL

Can broadening growth redefine emerging markets?

Jorry Nøddekær believes improving liquidity, softening dollar strength and broadening earnings growth are laying the groundwork for another strong year...

Who are the real AI winners?

POLAR CAPITAL

Who are the real AI winners?

Nick Evans expects 2026 to bring a major acceleration in AI adoption, a shift that will become impossible for investors...

Polar Capital Global Insurance Webcast

POLAR CAPITAL

Polar Capital Global Insurance Webcast

This live event will discuss the insurance sector, which is currently supported by strong underwriting conditions and compelling valautions.

2026 outlook: AI, innovation and valuation

POLAR CAPITAL

2026 outlook: AI, innovation and valuation

Concise perspectives from across our investment teams, highlighting the key drivers expected to define the year ahead.

A vintage year for convertibles – and why supportive conditions remain

POLAR CAPITAL

A vintage year for convertibles – and why supportive conditions remain

This update outlines positive market developments during 2025 and why convertibles remain well positioned for the year ahead.

Healthcare utilisation: A structural growth story

POLAR CAPITAL

Healthcare utilisation: A structural growth story

Gareth Powell and James Douglas, explain how growth in healthcare utilisation is continuing to create compelling opportunities across the sector.

UK Budget: Something awful or a clearing event?

POLAR CAPITAL

UK Budget: Something awful or a clearing event?

George Godber and Georgina Hamilton share their thoughts ahead of the UK Budget and discuss what it may mean for...

The three key catalysts for healtcare

POLAR CAPITAL

The three key catalysts for healtcare

Gareth Powell explains why he believes sentiment in the healthcare sector may be bottoming out after almost three years of...