Polaris Capital Management, LLC

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Polaris Capital Management, LLC

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VALUE INVESTING + GLOBAL MARKETS:
Delivering strong long-term performance to clients

10/30/2026

Indonesia is on MSCI’s watchlist. Could a potential downgrade create opportunities for disciplined investors? Watch the video with Portfolio Manager Bin Xiao here! Want more detail? Check out the Q&A with Bin at: www.polariscapital.com/indonesia-msci

10/28/2026

Index classifications can change, but do they change the underlying value of a business? We explore what MSCI’s scrutiny of Indonesia means for investors willing to look beyond index labels.

Read the blog: www.polariscapital.com/indonesia-msci

10/26/2026

We're excited to be at IMPACT®2026 in Boston, MA, October 27–29. Visit Polaris at Booth 403 to meet our team and talk global value investing. See you there.

10/21/2026

Your "diversified" index fund may really be one big AI trade, since Oracle, Meta, Microsoft, and Amazon have all become AI-infrastructure plays. If that theme cools, passive investors could take a bigger hit than they expect. EVP & PM Jason Crawshaw sounds off on what that may mean for investors…

10/07/2026

Passive didn't start the AI frenzy, but cap-weighting amplifies it: rising prices lift index weights, which pulls in even more money. The result is the most concentrated U.S. market in a century, with the Magnificent 7 near 35% of the S&P 500. Take our word for it… Watch the latest from EVP & PM Jason Crawshaw here!

10/02/2026

Assistant PM Ken Kim discusses the K-Beauty market, uncovering where the real value lies in the trending market: ODMs may be able to profit regardless of which label goes viral … Watch now!

Want to learn more? Read Ken Kim’s blog on the topic at: polariscapital.com/beyond-kpop

09/30/2026

Korea's chip boom has a quieter sibling: the ODMs (Cosmax, Kolmar Korea, Cosmecca) that make the formulas behind K-beauty's global takeover, and have been posting profits. Brands chase the viral moment; manufacturers get paid whoever wins it, and they still look cheap.

Read more from Polaris' Ken Kim at www.polariscapital.com/beyond-kpop

09/24/2026

Assistant PM Sam Horn discusses some of the biggest banking deals of the year, and where the next chapter of bank M&A is happening… Watch now!

Want to learn more? Read The Financial Brand article at: Assistant PM Sam Horn discusses some of the biggest banking deals of the year, and where the next chapter of bank M&A is happening… Play it here. Want to learn more? Read his Financial Brand article at: https://thefinancialbrand.com/news/business-banking/why-small-banks-are-moving-fast-on-ma-even-as-the-clock-ticks-199628

09/21/2026

Assistant PM Sam Horn discusses some of the biggest banking deals of the year, and where the next chapter of bank M&A is happening… Read The Financial Brand article at: https://thefinancialbrand.com/news/business-banking/why-small-banks-are-moving-fast-on-ma-even-as-the-clock-ticks-199628

09/17/2026

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

Address

121 High Street
Boston, MA
02771

Telephone

(617)9511365

Website

https://www.polariscapital.com/

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