Jan 2026. A dreary month, much like the dreary weather. Down (-2.9%) for the month/year. ☀️☀️☀️: #POLR, #SMT and #WISE. 🐕🐕🐕: $ADBE, #REL and $SONY. Only trades: top ups of #SMT and #FRIN. Fingers crossed for the spring/summer.
Current portfolio shown below. Good luck in everyone 2026!
#POLR 🆙+4.5%✅ £6.17✅
✅AUM +£1.7bn (+6%) to £28.4bn
✅Net flows +£112m (ex closures/returns)
#POLR.LN CEO "Looking ahead, ...I am confident that specialist firms like ours are well placed and that we will continue to adapt, develop and grow."
RNS 📸via @entrusttmf.bsky.social 👍
UK companies in the news today:
#AVAP #CCT #GNS #IEM #JSG #N91 #NXT #POLR #RTW #WNX
Head to Sharesify.com for news, views, research and more
If you missed last week's event with Polar Capital #POLR, catch up with the full recording of our webinar covering Interim Results with Q&A - a +25% ⬆️ in AuM to an all-time high, seamless leadership transition, improvement in fund performance, and more!
See video here: youtu.be/t1_orz8zr9U
Following the Interim numbers published today, a reminder that we're hosting the management of Polar Capital Holdings #PCH tomorrow @ 10am for an Investor Presentation from Iain Evans (CEO) and Samir Ayub (CFO) with live Q&A - sign up at the link! #POLR
www.equitydevelopment.co.uk/news-and-eve...
#POLR ❌+1%❌ £5.40❌
✅Assets under Management +25% to £26.7bn
✅Profit before tax +21% to £27.9m
❌Net outflows of £690m1 during the period
❌Core operating profit† down 8% to £25.1m
✅Basic earnings per share up 22% to 21.1p
👉Interim dividend 14p
bsky.app/profile/equi...
#POLR Polar Capital Holdings H1 results
- AUM growth far higher than peers
- especially bullish on opportunity to build in the US and Asia
- we raise forecasts and our DCF fundamental valuation to 675p per share #growth #activemanagement
- Full note here: equitydevelopment.co.uk/research/h1-...
Oct 25. Second best month of the year for me, after Jan. ⬆️ 2.7% in Oct, now positive ⬆️ 1.0% Cal. YTD. In Oct. regular top ups of #SMT and #FRIN and limit order top up of #WISE. ☀️☀️ #POLR, #GAW $AAPL and 🐕🐕, #BVXP, #GRG, #WISE.
Good luck everyone! Current portfolio shown below.
Polar Capital Holdings #POLR Q2 AUM update
- AUM jumped £3.5bn to £26.7bn
- This far exceeds previous forecasts
- Performance fees are also substantially higher
- We raise FY26 forecasts and fair value to 650p from 550p.
Full note with audio summary here: youtube.com/shorts/MTbIz...
#POLR 🆙+5%✅ £5.73✅
✅ $POLR's AUM +15.3% to £26.7bn.
✅Investment performance contributed £3.6bn
👍Net flows -£58m Vs Q1: -£0.6bn
✅The pace of end-H1 AUM far exceed previous end-FY26 (31 Mar 26) forecast of £23.4bn.
✅Performance fees are also currently substantially higher
#POLR Polar Capital AUM was up £1.8bn over Q1 of FY26 to £23.2bn
- Investment returns were impressive compared to benchmarks contributing +£2.7bn
- Strange it doesn't trade at a significant premium to peers given strong net flows
Full note here: www.equitydevelopment.co.uk/research/str...
New video recording #POLR - see below! Polar Capital Holdings #PCH management including (CEO Designate) Iain Evans hosted an investor presentation covering highlights of results for the year to 31 March. The team discussed the ⬆️ in core operating profit ... (1/2)
youtu.be/jjSdm2K2_1U
June 25. Slightly up this month. ⬆️ 0.4% in June, ⬇️ 3.1% Cal. YTD. Only trade, a top of #CFISBA. ☀️☀️#HLMA, #POLR, #RMV 🐕🐕 #DGE, #BVXP, #GRG.
Good luck everyone! Current portfolio shown below.
#POLR 🆙+5%✅ £4.86✅
✅Core operating profit jumped 27% from £44.8m to £56.7m
👉Second interim dividend of 32p per share (2024: 32.0p) bringing the total dividend for the year to 46p p/s (2024: 46p)
👉$POLR CEO Gavin Rochussen is stepping down after eight years in charge.
bsky.app/profile/equi...
#POLR Polar Capital Holdings: one of only two in our peer group to record net inflows in FY25
- Core operating profit jumped 27% from £44.8m to £56.7m
- FY26 forecasts are upgraded with our fundamental valuation unchanged at 550p
- Detailed research note & audio summary here:
youtu.be/uh4BUrXkHJg
Apr 25: A month of two halves, down 9% early doors but clawed it back to finish ⬆️ 0.2% in April ⬇️ 6.2% Cal. YTD. Only trade this month, the sale of a few $ADBE. ☀️☀️#IGG, #GAW, #RMV, 🐕🐕 #POLR, #SPX, #SMT.
Good luck everyone! Current portfolio shown below.
Feb 25. Poor month, now back to more or less flat for year. ⬇️ 2.5% in Feb ⬆️ 0.5% CalYTD. Only deal this month was a top up of #DGE on limit order. ☀️☀️ $SONY, $BRK, $AAPL 🐕🐕 #POLR, #CFSIBA and #WISE.
Good luck everyone! Curr portfolio below.
Polar Capital Holdings #POLR Q3 AUM Update
- AUM +4.9% to £23.8bn - strong investment perf despite Dec 24 market pullback
- POLR a stand out leading performer in calendar 2024 and positive net flows over 9 months of FY25 to date
- We maintain our 650p/ share fair value
- See our research note below!
