Team Driven. Team Designed.
Lead Portfolio Manager Bernard Horn founded Polaris in April 1995 to expand an existing client base dating to the early 1980s. Bernie has been managing global and international equity portfolios for four decades, combining investment technology and traditional fundamental research. In 1998, a limited partnership managed by the Mr. Horn was reorganized into the Polaris Global Value Fund… as a natural extension of his proprietary global investing strategy.
Today, our diverse global investment management team includes portfolio managers, senior investment analysts and research analysts, all of whom are tasked with searching worldwide to find discounted but high-quality stocks in both developed and emerging markets.
Our investment team comes from very different backgrounds and countries, offering an immediate level of cognitive diversity. While team members may conduct research on companies in geographically-familiar areas, they are also tasked with critiquing companies from other locations worldwide.
The Polaris Global Value Fund is managed on a team basis, utilizing a consistent process and approach. The focus on team allows each global investment management member to contribute freely to the research process, while engendering an open, communicative workplace. Our personnel, including portfolio managers, senior investment analysts, relationship managers and client service, have invested personal assets in the Polaris Global Value Fund. Very simply, our interests are aligned with those of our fellow shareholders.
Deep Diversity
Deep Diversity
our investment team comes from different backgrounds and countries, offering an immediate level of cognitive diversity and perspective
Investment Team
Bernard R. Horn Jr. is known for his 40+ year track record in global value investing, producing admirable risk-adjusted returns since inception.
Jason Crawshaw has 30+ years of investment industry experience, conducting fundamental analysis that drives ultimate portfolio construction.
Sumanta Biswas joined Polaris in 2002; during his long firm tenure, he has focused on equity research that helps guide investment decisions.
Bin Xiao is a "generalist" in stock analysis/research, working closely with his fellow portfolio managers on portfolio strategy and composition.
Kenneth D. Kim collaborates with an experienced team of PMs and analysts, performing bottom-up research on investment opportunities.
Samuel J. Horn works within the research team, screening and meeting with companies worldwide in an effort to identify strong, undervalued stocks.
Kevin Xu, a recent MIT MBA graduate, has more than 10 years of equity research experience, and contributes to Polaris' fundamental research effort.
James White shares his valuable non-traditional research skills, supported by a background in tactical and medical training, as well as operations.
Feyi Ilemore joined Polaris in September 2024. With 10+ years of international investment experience, Ms. Ilemore adds valuable research perspective.
Meredith Winsor supports the investment research team, assisting in financial modeling, data gathering, due diligence and fundamental analysis.
Management & Support
Kathy Jacobs brings over 25 years of experience in client service, marketing and business development within the investment/financial service industry.
Andry Sutanto directs investment technology initiatives and infrastructure, leading to cutting-edge tech that elevates the firms efficiency.
Congruent with the title, Bernard Maitai has increased responsibility for client service, marketing, new business and general admin.
Roberto E. Ramirez has held the CFO role since 2018, overseeing accounting, finance, and select operational functions at the firm.
Patrick McCauley manages all day-to-day trading activities, overseeing trading workflow, risk management, and portfolio guidelines.
Horace Henderson oversees IT, including application development, systems integration, technical infrastructure and information security.
George Barrett addresses new and existing business, responds to investment queries, and contributes to marketing and general administration.
Erin Gibson facilitates client service (onboarding, mandate changes, RFIs, client reports, industry standards). Board member for Polaris UCITS Fund.
Ibrokhim Iskandarov works with the firm’s technology leadership to optimize the technology platform and information resources.
Since joining the firm in early 2024, Jack Collins has served as an associate supporting Polaris' administrative and client service teams.
Sarah Beauregard provides admin support for the executive and client service teams, while also handling general admin responsibilities firmwide.
Outsourced Services
A managing partner at BIS, Elizabeth Murray oversees the development, implementation, and maintenance of Polaris' compliance program.
Christopher Reid has been working with Polaris since 2013, leading initiatives to optimize order mgmt., accounting and compliance systems.
