Polaris Capital Management, LLC

07/29/2026

2Q 2026 commentaries from value manager Polaris Capital available now. More at: https://polariscapital.com/global-equity/ or https://polariscapital.com/international-equity/

07/07/2026

We are finally seeing the return of sanity in stock valuations, both in the U.S. and internationally, as investors “value” tangible assets (materials, industrials, energy) over speculative ideas; “value” near-term free cash flows over high valuation multiples on uncertain distant cash flows.

Published by Financial Planning in June 2026 and available in full form here: www.polariscapital.com/value-stocks-on-a-comeback

06/23/2026

GO GLOBAL. www.polariscapital.com

06/16/2026

BERNIE HORN FEATURED IN FINANCIAL PLANNING

A value resurgence will overtake growth-stock dominance — the catalysts are already in motion, says Bernard Horn of Polaris Capital Management.

06/02/2026

There is a structural shift underway in AI hardware, and most coverage misses the point. Headlines focus on which chip wins — Nvidia's GPUs, Google's TPUs, or the latest custom ASIC. That competition is real, but it obscures where value is actually accumulating: one layer down, with the companies that manufacture and enable every design. Read on: www.polariscapital.com/ai-bottlenecks

05/28/2026

HOW DO VALUE INVESTORS FIND OPPORTUNITIES IN TECH? Very carefully. Polaris seeks to uncover opportunities in the same space as Magnificent 7 names, but at much more attractive valuations and maintenance cash flows. Listen in as Assistant PM Kenneth Kim talks about NVIDIA and SK Hynix. Watch this clip or visit polariscapital.com. See disclosures at polariscapital.com/disclosures

05/13/2026

Global markets are dealing with overlapping pressures — tension around the Strait of Hormuz and renewed trade friction as the U.S. administration leans on China to stay out of Iran's corner. But as history shows, markets tend to look past conflicts eventually. In the interim, what sectors are most impacted? Read on at: www.polariscapital.com/oil-surge

05/06/2026

Thinking of going global? For more information about the Polaris Global Value Fund, please visit the Fund website at www.polarisfunds.com

04/29/2026

NEW M&A CYCLE IN 2026 TARGETS VALUE COMPANIES: We believe we are entering a new M&A cycle in 2026, with companies being acquired at premiums. Polaris holdings are typically targets, as many companies have sustainable cash flows, conservative balance sheets and attractive valuations. According to Assistant PM Sam Horn, we should see a heated M&A activity, as well as aggressive stock buybacks this year. Want to learn more about market trends? Watch this clip or visit polariscapital.com. See disclosures at polariscapital.com/disclosures

04/22/2026

1Q 2026 commentaries from value manager Polaris Capital available now. More at: https://polariscapital.com/global-equity/ or https://polariscapital.com/international-equity/