Polar Capital North American I GBP

Name
Polar Capital Funds PLC - Polar Capital North American Fund Class I GBP
Manager
Polar Capital LLP
Type
Open Ended Investment Company
ISIN
IE00B6TRWB82
Sector
LC00000059
Launched
15/11/2011
OCF
0.86 %
Risk Rating
2
3 Year Sharpe
1.89
3 Year Alpha
1.68
Yield
0 %
Benchmark
MSCI North America NR USD
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.
Holding%
Alphabet Inc C5.98 %
Amazon.com Inc3.69 %
Citigroup Inc3.62 %
Canadian Natural Resources Ltd3.59 %
S&P Global Inc3.19 %
Visa Inc Class A2.96 %
United Technologies Corp2.90 %
Suncor Energy Inc2.88 %
Anthem Inc2.54 %
Arch Capital Group Ltd2.48 %
Region%
United States89.17 %
Canada6.62 %
Sector%
Financial Services28.22 %
Technology22.96 %
Industrials16.93 %
Consumer Cyclical15.87 %
Energy6.62 %
Healthcare6.14 %
Name
Polar Capital LLP
Address
SW1E 5JD, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Andrew Holliman

Joined 11/15/2011

Andrew joined Polar Capital in August 2011 to establish the North American equities team. Prior to joining Polar Capital, he spent 7 years at Threadneedle where he managed the highly rated $2.5bn Threadneedle American Fund as well as a number of global funds. His career began in 1997 at Baillie Gifford where he worked as an Investment Analyst on the American and UK Smaller Caps teams before becoming fund manager of the award winning American Fund. Andrew graduated with a First BCom (hons) in Business Studies from the University of Edinburgh in 1997 and also holds a masters degree in Investment Analysis from the University of Stirling. He is also a CFA charterholder.
Richard Wilson

Joined 11/15/2011

Richard is Chief Executive Officer of F&C plc and an Executive Director of the Board. He is also CEO of LGM Investments, a Director of BMO Global Asset Management (Europe) Ltd and a Director of F&C REIT LLP. After a number of years holding senior positions within F&C Richard was appointed as CEO on the 1 January 2013 when F&C was a listed company on the London Stock Exchange, prior to its acquisition by the Bank of Montreal in May 2014. Richard held a number of senior positions at F&C prior to his appointment, including Head of Equities and Head of Investment and Institutional Business. He began his asset management career in 1988 as a UK equity manager with HSBC Asset Management (formerly Midland Montagu). In 1993 he moved to Deutsche Asset Management (formerly Morgan Grenfell) where he was latterly Managing Director, Global Equities. From Deutsche, Richard joined Gartmore Investment Management in 2003 as Head of International Equity Investments, prior to joining F&C in 2004. Richard has a BA (Hons) in Economics and Statistics from the University of Exeter. Richard is Chief Executive Officer of F&C plc and an Executive Director of the Board. He is also CEO of LGM Investments, a Director of BMO Global Asset Management (Europe) Ltd and a Director of F&C REIT LLP. After a number of years holding senior positions within F&C Richard was appointed as CEO on the 1 January 2013 when F&C was a listed company on the London Stock Exchange, prior to its acquisition by the Bank of Montreal in May 2014. Richard held a number of senior positions at F&C prior to his appointment, including Head of Equities and Head of Investment and Institutional Business. He began his asset management career in 1988 as a UK equity manager with HSBC Asset Management (formerly Midland Montagu). In 1993 he moved to Deutsche Asset Management (formerly Morgan Grenfell) where he was latterly Managing Director, Global Equities. From Deutsche, Richard joined Gartmore Investment Management in 2003 as Head of International Equity Investments, prior to joining F&C in 2004. Richard has a BA (Hons) in Economics and Statistics from the University of Exeter.

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