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Bernard Horn — Institutional Investor Profile | Buyside Digest

Bernard Horn

Institutional Investor • Polaris Global Equity

Value

$8.9B

Stocks

50 Stocks

Turnover

0.0%

CIK

0001316926EDGAR ↗

Website ↗

Top Holdings

BPOP(8.69%) JAZZ(7.93%) SW(7.57%) LIN(5.18%) LNTH(4.71%)

About Investor

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.

Investor Philosophy

Investment philosophy details pending verification.

Bernard Horn Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
BPOP	None	Popular, Inc.	Financials	$86.9M	8.7%	No Change
JAZZ	None	Jazz Pharmaceuticals plc	Health Care	$79.3M	7.9%	No Change
SW	None	Smurfit Westrock plc	Materials	$75.7M	7.6%	No Change
LIN	None	Linde	Materials	$51.7M	5.2%	No Change
LNTH	None	Lantheus Holdings, Inc.	Health Care	$47.1M	4.7%	No Change
ARW	None	Arrow Electronics	Information Technology	$41.8M	4.2%	No Change
CVS	None	CVS Health	Health Care	$37.8M	3.8%	No Change
JPM	None	JPMorgan Chase & Company	Financials	$29.6M	3.0%	No Change
UTHR	None	United Therapeutics Corp.	Health Care	$29.0M	2.9%	No Change
SLM	None	SLM Corp	Financials	$28.0M	2.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
COFCapital One Financial Corporation	$14288.2M	-100.0%	0.0%	Sold Out
NOMDNomad Foods Ltd.	$19.5M	-99.9%	1.9%	Decreased
NOMONomad Foods Ltd.	$19.5M	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Health Care24.8%

Financials23.5%

Materials15.0%

General11.6%

Information Technology5.9%

Sector	Stocks	Value	Exposure
Health Care	7	$247.4M	24.8%
Financials	10	$235.1M	23.5%
Materials	3	$150.2M	15.0%
General	17	$115.8M	11.6%
Information Technology	2	$58.6M	5.9%
Consumer Staples	3	$57.5M	5.8%
Consumer Discretionary	3	$49.6M	5.0%
Energy	2	$42.4M	4.2%
Healthcare	1	$22.7M	2.3%
Industrials	1	$17.7M	1.8%
Real Estate	1	$2.5M	0.3%