Polaris Capital Management, LLC

Polaris Capital Management, LLC VALUE INVESTING + GLOBAL MARKETS:
Delivering strong long-term performance to clients

There is a structural shift underway in AI hardware, and most coverage misses the point. Headlines focus on which chip w...
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

Global markets are dealing with overlapping pressures — tension around the Strait of Hormuz and renewed trade friction a...
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

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

Passive investing now commands the majority of the U.S. funds market. But that dominance has quietly introduced some dis...
04/15/2026

Passive investing now commands the majority of the U.S. funds market. But that dominance has quietly introduced some distortions, ones that don’t show up in expense ratios or fund fact sheets. Here are three passive pitfalls every investor should understand, and where disciplined active management may help fill in the gaps.

Read the blog at www.polariscapital.com/active-opportunity

03/25/2026

M&A PICKS UP IN 2025 AND BEYOND

After sluggish M&A activity in a post-COVID market, the pace has picked up again on the backdrop of stable earnings, normalized rates and compelling valuations. Polaris portfolio companies are typically highly cash generative, carry conservative balance sheets and are undervalued by the public markets – making them natural candidates to be taken private or acquired. Assistant Portfolio Manager Sam Horn talks about a handful of deals in 2025, including JDE Peet’s, sold at very healthy premiums. Watch the video clip here, or the full M&A analysis at polariscapital.com

See disclosures: polariscapital.com/disclosures

03/18/2026

USING VOLATILITY TO OUR ADVANTAGE: NEW BUYS

Market dislocations present good opportunities for value investors like Polaris to upgrade portfolios without sacrificing our value discipline. Learn more about how this came into play in 2025 with new bank investments in Japan and Spain. Watch the video clip from EVP & Portfolio Manager Jason Crawshaw here or visit https://polariscapital.com

See disclosures at https://polariscapital.com/disclosures

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121 High Street
Boston, MA
02771

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(617)9511365

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