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Polar Capital struggles to diversify

The technology-focused fund manager remains in Polar position after swing away from value, but questions remain.
November 23, 2021
  • Management fees reflect positive fund flows
  • Diversification strategy at an early stage 

Few fund managers have ridden the wave of technology shares over the past 18 months as effectively as Polar Capital (POLR). The manager’s technology funds have been the industry’s star performers as a high concentration in individual sectors paid off in spades. While profit-taking and redemptions have had an impact on tech funds, the company’s ESG-focused funds provide another potential pull for retail investors looking for an ethical home.

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