Polaris Capital Management serves as investment adviser to institutional client types including corporations, pension funds, retirement plans, charitable organizations, high-net-worth individuals and trusts with a minimum size for new separately managed accounts of $100 million. The firm tailors advisory services to the individual needs of clients, where clients may impose investment guidelines for their portfolios such as a limit on exposure in emerging markets or restrictions on types of investments like derivatives, with portfolios generally managed based on the designated Equity strategy. As of December 31, 2024, the firm managed approximately $8.9 billion on a discretionary basis with fees billed monthly or quarterly in arrears, based on the market value of the portfolio at 0.75% on all assets. The firm was founded in 1995 and has one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals, with the investment team having 150+ years of collective industry expertise.

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Polaris employs an active, unconstrained, value-oriented investment strategy, considering all countries, industries, and market caps. The firm uses a proprietary five-factor global valuation model to rank countries from most undervalued to most overvalued, which serves as a cross-check on company valuation screens, informing but not directing the investment process. Individual stock selection, focusing on undervalued common stocks of well-run companies with sustainable business models priced to provide the required rate of return, is paramount and the primary contributor to performance. The firm's research process is driven by a worldwide search for these undervalued stocks, and success is attributed to the consistent and disciplined adherence to the Polaris investment process. The investment philosophy holds that strong returns can be generated by purchasing the most undervalued streams of cash flow and companies exist to generate cash flow for owners, identifying the best values in the world through disciplined, bottom-up value approach and in-depth fundamental research.

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