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 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 portfolio managers and analysts may conduct research on companies in geographically-familiar areas, they are also tasked with critiquing companies from other locations worldwide.
The Polaris Global Value UCITS Fund is 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. Our personnel, including portfolio managers, assistant 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.
Garima Dubey assists the portfolio management team in financial modeling and fundamental analysis of current and prospective investments.
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 the Polaris Global Value UCITS Fund portfolio.
unparalleled expertise in investment research
management & support
Andry Sutanto directs investment technology initiatives and infrastructure, leading to cutting-edge tech that elevates firm efficiency.
Bernard Maitai has increased responsibility for client service, marketing, new business and general administration.
Erin Gibson serves as the CCO for Polaris, while retaining her role as client relationship manager. Chair/board member for Polaris UCITS Fund.
Joseph Dionisio manages all day-to-day trading activities, overseeing trading workflow, risk management, and portfolio guidelines.
Horace Henderson oversees IT, including application development, systems integration, technical infrastructure and information security.
Ibrokhim Iskandarov works with the Polaris Capital's technology leadership to develop and optimize the technology platform and information resources.
Sarah Beauregard provides admin support for the executive and client service teams, while also handling general administrative responsibilities for the firm.
Joseph Farrell works within the client service team, which handles in-office business operations, portfolio administration, marketing, new business and reporting.
outsourced services
The team from Boston Investor Services, Inc. has provided full-service middle and back office support to Polaris for 30 years.
Christopher Reid has been working with Polaris since 2013, leading initiatives to optimize order mgmt., accounting and compliance systems.
