The Polaris Team
team driven with cognitive diversity
Lead Portfolio Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s. Bernie has been managing global equity portfolios and international equity portfolios for nearly four decades, combining investment technology and traditional fundamental research to produce top-performing portfolios.
Our diverse global investment management team, including Portfolio Managers Sumanta Biswas, Bin Xiao and Jason Crawshaw, is tasked with searching worldwide to find discounted but high-quality stocks in both developed and emerging markets. Our investment team comes from very different backgrounds and countries, offering an immediate level of cognitive diversity. While senior investment analysts may conduct research on companies in geographically-familiar areas, they are also tasked with critiquing companies from other locations worldwide.
All products are managed on a team basis, utilizing a consistent process and approach. The focus on team allows each global investment management member to contribute freely to the research process, while engendering an open, communicative workplace. All members of our organization work cooperatively from one office location in Boston. Our personnel, including portfolio managers, senior investment analysts, relationship managers and client service, have invested a significant amount of their personal assets in products managed or sub-advised by the firm. Very simply, our interests are aligned with those of our clients.
Cognitive Diversity
global investment management team
Bernard R. Horn Jr. is known for his 40+ year track record in global value investing strategies, producing admirable risk-adjusted returns since inception.
Jason Crawshaw has 30+ years of investment industry experience, conducting fundamental analysis that drives ultimate portfolio construction.
Sumanta Biswas joined Polaris in 2002; during his long firm tenure, he has focused on equity research that helps guide investment decisions.
Bin Xiao is a "generalist" in stock analysis and research, working closely with his fellow portfolio managers on portfolio strategy and composition.
Kenneth D. Kim collaborates with an experienced team of PMs and analysts, performing bottom-up research on investment opportunities.
Samuel J. Horn works within the research team, screening and meeting with companies worldwide in an effort to identify strong, undervalued stocks.
Kevin Xu, a recent MIT MBA graduate, has more than 10 years of equity research experience, and contributes to Polaris' fundamental research effort.
James White shares his valuable non-traditional research skills, supported by a background in tactical and medical training, as well as operations.
Feyi Ilemore joined Polaris in September 2024. With 10+ years of international investment experience, Ms. Ilemore adds valuable research perspective.
Meredith Winsor supports the investment research team, assisting in financial modeling, data gathering, due diligence and fundamental analysis.
unparalleled expertise in investment research
For nearly 30 years, Polaris Capital has been a leader in investment management. Our team of experienced professionals brings a deep understanding of global markets and a commitment to rigorous research and analysis. We utilize a combination of cutting-edge technology and time-tested investment philosophies to create customized solutions for each client. Whether you require separately managed accounts or pooled vehicles, we offer a comprehensive suite of investment management services to meet your specific needs.
unparalleled expertise in investment research
management & support
Andry Sutanto directs investment technology initiatives and infrastructure, leading to cutting-edge tech that elevates firm efficiency.
Congruent with the title, Bernard Maitai has increased responsibility for client service, marketing, new business and general administration.
Roberto E. Ramirez has held the CFO role since 2018, responsible for overseeing accounting, finance, and select operational functions at Polaris Capital.
Patrick McCauley manages all day-to-day trading activities and operations, overseeing trading workflow, risk management, and portfolio guidelines.
Horace Henderson oversees IT, including application development, systems integration, technical infrastructure and information security.
George Barrett addresses new and existing business, responds to investment queries, and contributes to marketing and general administration.
Erin Gibson facilitates client service (onboarding, mandate changes, RFIs, client reports, industry standards). Board member for Polaris UCITS Fund.
Ibrokhim Iskandarov works with the Polaris Capital's technology leadership to develop and optimize the technology platform and information resources.
Since joining Polaris Capital Management in early 2024, Jack Collins has served as an associate supporting Polaris' administrative and client service teams.
Sarah Beauregard provides admin support for the executive and client service teams, while also handling general administrative responsibilities for the firm.
At Polaris Capital, we understand the unique challenges and opportunities faced by institutional investors. Our global investment management strategies are specifically designed to meet the long-term investment goals of institutions like endowments, retirement plans, insurance companies, and foundations. We focus on a value-oriented approach, seeking undervalued companies with strong fundamentals across the globe. This disciplined approach allows us to build diversified portfolios with the potential for superior risk-adjusted returns.
institutional investing with global perspective
outsourced services
A managing partner at BIS, Elizabeth Murray oversees the development, implementation, and maintenance of Polaris' compliance program.
Christopher Reid has been working with Polaris since 2013, leading initiatives to optimize order mgmt., accounting and compliance systems.