Polar Capital Holdings PLC (LSE:POLR) reported an 8% rise in Assets under Management (AuM) for the quarter ending June 2025, increasing from £21.4 billion to £23.2 billion. The growth was primarily fueled by favorable market movements and fund performance, offsetting net outflows and a capital return stemming from a tender offer by the Polar Capital Global Financials Trust.
While the firm saw net inflows into several key strategies—including its Artificial Intelligence and Asian Stars funds—it also faced outflows from its Technology fund. The Global Financials Trust completed a successful tender process and has now entered a new five-year term, following a period of substantial NAV growth over the previous cycle.
Polar Capital remains confident in its long-term outlook, supported by strong fund capacity and improving relative performance across its portfolios.
Despite these positives, the firm has recently experienced slowing revenue and cash flow momentum. Technical indicators point to potential headwinds in the near term. However, the company’s solid balance sheet, attractive dividend yield, and relative undervaluation may offer long-term appeal for value-oriented investors.
About Polar Capital Holdings
Polar Capital Holdings PLC is a boutique asset manager specializing in actively managed investment strategies. It offers a wide array of open-ended funds, investment trusts, and segregated mandates across global markets. The company emphasizes high-conviction portfolio management and caters to institutional and retail clients seeking performance-driven solutions in a variety of sectors and regions.
This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.
Leave a Reply