Inclusive Investor Relations, Equity Development

Equity Development

Inclusive Investor Relations

We help companies communicate with all investors. We help all investors better understand those businesses.

Equity Bottom-Up

Polar Capital Holdings / Equity Bottom-Up

<ul><li>Polar’s +25% AUM growth rate over H1-26 was far stronger than all peers and almost five times the sector-median (page 4).</li><li>AUM opened on 1 Apr 25 at £21.4bn, near the trough of the ‘tariff turmoil’ dip.</li><li>It then jumped £5.3bn over H1 to £26.7bn, as markets recovered and Polar’s returns (+29%) beat broad market indexes by some distance (MSCI ACWI GBP: +15%).</li></ul>

Polar’s +25% AUM growth rate over H1-26 was far stronger than all peers and almost five times the sector-median (page 4).AUM opened on 1 Apr 25 at £21.4bn, near the trough of the ‘tariff turmoil’ dip.It then jumped £5.3bn over H1 to £26.7bn, as markets recovered and Polar’s returns (+29%) beat broad market indexes by some distance (MSCI ACWI GBP: +15%).

H1 growth tees Polar up for very strong FY26

<ul>
<li>AUM jumped £3.5bn (15.3%) to £26.7bn over Q2 of FY26 (1 Jul 25 – 30 Sep 25).</li>
<li>Investment performance contributed £3.6bn (Q1: +£2.7bn) with net flows marginally negative at -£58m (Q1: -£0.6bn).</li>
<li>The net flow improvement is particularly impressive given that it was a quarter of heavy outflows for equity funds more generally (page 3).</li>
</ul>


AUM jumped £3.5bn (15.3%) to £26.7bn over Q2 of FY26 (1 Jul 25 – 30 Sep 25).
Investment performance contributed £3.6bn (Q1: +£2.7bn) with net flows marginally negative at -£58m (Q1: -£0.6bn).
The net flow improvement is particularly impressive given that it was a quarter of heavy outflows for equity funds more generally (page 3).


Polar Capital Holdings PLC - Bumper Q2-26, AUM +15%; Forecasts & value raised

Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

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Thematic (Sector/Industry)

<ul><li>Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.</li><li>Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.</li><li>If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!</li></ul>

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help you kickstart the week ahead with fresh insights.Because these ideas are the result of my first-level idea generation process, they require more in depth research. Therefore, the ideas will often be concise, with occasional references to valuable work from other practitioners that I encourage you to explore.If you have something fascinating to share that could benefit me and the wider community, don’t hesitate to send it my way—I’d love to hear from you!

Leading International Investment Research, Edison Investment Research

Edison Investment Research

Leading International Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

James Douglas, fund manager at Polar Capital, discusses the long-term outlook for global healthcare stocks. In particular, he discusses the significant structural changes occurring in the healthcare industry, the effects of rising inflation on healthcare portfolios and the vast difference in health expenditure per head in the western world compared to emerging markets.

Video: Outlook for global healthcare with Polar Capital Global Healthcare Trust

James Douglas, fund manager at Polar Capital, discusses the outlook for the healthcare sector and the positioning of the portfolio in the Polar Capital Global Healthcare Trust. He talks about the trust’s performance, and comments on the dividend policy and how the trust has historically traded relative to NAV.

See more at: https://www.edisongroup.com/edison-tv/

Video: Polar Capital Global Healthcare Trust: James Douglas, executive interview

United Kingdom

Polar Capital Holdings PLC is an asset management group which provides a range of hedge funds and long only funds that are diversified by asset class and geographical location.

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Polar Capital Holdings (POLR LN)

H1 growth tees Polar up for very strong FY26

Polar’s +25% AUM growth rate over H1-26 was far stronger than all peers and almost five times the sector-median (page 4). AUM opened on 1 Apr 25...

Equity Development

Polar Capital Holdings PLC - Bumper Q2-26, AUM +15%; Forecasts & value raised

AUM jumped £3.5bn (15.3%) to £26.7bn over Q2 of FY26 (1 Jul 25 – 30 Sep 25). Investment performance contributed £3.6bn (Q1: +£2.7bn) with net...

Equity Development

Monday Delight: 05/05/25

Each week, I’ll share five intriguing investment ideas that recently caught my attention. These ideas are meant to spark your research and help...

Contrarian Cashflows

Video: Outlook for global healthcare with Polar Capital Global Healthcare Trust

James Douglas, fund manager at Polar Capital, discusses the long-term outlook for global healthcare stocks. In particular, he discusses the...

Edison Investment Research

Video: Polar Capital Global Healthcare Trust: James Douglas, executive interview

James Douglas, fund manager at Polar Capital, discusses the outlook for the healthcare sector and the positioning of the portfolio in the Polar...

Edison Investment Research

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