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Polar Capital Funds Plc - Polar Capital North American Fund Class S (0P0000XZNR)

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34.890 +0.440    +1.28%
02/05 - Closed. Currency in GBP ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 823.39M
Type:  Fund
Market:  United Kingdom
Issuer:  Polar Capital LLP
ISIN:  IE00B713C335 
Asset Class:  Equity
Polar Capital North American Fund Class S US Dolla 34.890 +0.440 +1.28%

0P0000XZNR Overview

 
On this page you'll find an in-depth profile of Polar Capital Funds Plc - Polar Capital North American Fund Class S. Learn about the key management, total assets, investment strategy and contact information of 0P0000XZNR among other information.
Category

US Large-Cap Blend Equity

Total Assets

823.39M

Expenses

0.77%

Inception Date

Nov 15, 2011

Investment Strategy

The investment objective of the Fund is to achieve long term capital appreciation. The Fund will seek to achieve its investment objective by investing in a diversified portfolio of securities of North American companies. The Investment Manager will invest in large, medium and small capitalisation companies depending on market liquidity and as it judges the available opportunities.

Contact Information

Address 16 Palace Street
London,England SW1E 5JD
United Kingdom
Phone 44 (0)20 7227 2700

Top Executives

Name Title Since Until
Colm Friel - 2022 Now
Andrew Holliman Portfolio Manager 2011 Now
Biography Andrew Holliman joined Polar Capital in August 2011 to establish the North American investment team and he set up the Global Equities team in 2012. He is lead manager of the North American Fund and the Global Alpha Fund. Prior to joining Polar Capital, he spent seven years at Threadneedle where he managed the highly rated US$2.5bn Threadneedle American Fund as well as a number of global funds including the Threadneedle Global Focus Fund and the Threadneedle and Columbia Global Extended Alpha Funds. Andrew began his investment career in 1997 as an analyst on the American and UK Smaller Caps teams at Baillie Gifford before becoming fund manager of the award winning American Fund. He graduated with a First Class BCom (Hons) in Business Studies from the University of Edinburgh, a MSc in Investment Analysis from the University of Stirling, and is a CFA Charterholder.
Richard Wilson - 2011 Now
Biography Richard Wilson joined Polar Capital in August 2011 to establish the North American investment team and is co-manager of the North American Fund. Prior to joining Polar Capital, he spent nine years at Threadneedle where he managed more than US$4.5bn of institutional mandates on the North American Equities team and led the Global Industrial Sector Group. Richard began his investment career in 1999 as an Analyst on the US Equities team at Merrill Lynch Investment Managers. He graduated with a First Class MA (Hons) in History of Art from the University of Edinburgh and is a CFA Charterholder.
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