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Bernard Horn | PGVFXMutual Fund | |
| Polaris Global Value Fund | |
| Last update 2025-05-01 | 90 Stocks (1 new) |
| Value $406.00 Mil | Turnover 3 % |
Bernard Horn Profile
The Polaris team has 150+ years of collective industry expertise, led by Bernard Horn, who has been in investment management since the early 1980s. The Boston-based firm has one of the longest global and international track records of any firm presently in operation and continuously managed by the same individuals.
The Polaris Global Value Fund (PGVFX) is a diversified no-load global mutual fund that attempts to provide above-average returns by investing in companies with potentially strong sustainable free cash flow or undervalued assets.
The Polaris Global Value Fund (PGVFX) is a diversified no-load global mutual fund that attempts to provide above-average returns by investing in companies with potentially strong sustainable free cash flow or undervalued assets.
Bernard Horn Investing Philosophy
Polaris' philosophy is based on two basic beliefs: (i) country and industry factors are important determinants of security prices, and (ii) global market fluctuations produce mispriced stocks. Global markets have proven generally efficient over time, but investor behavior creates volatility that leads to inefficiency somewhere in the world. During these periods, the stock price may not reflect a company's long-term fundamental valuation and/or future cash flows. We seek to buy such undervalued companies worldwide.
Bernard Horn Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALSN | Allison Transmission Holdings Inc | 80,500 | 7,701.4 | 0% | 1.890 | 0% | 0.100 | -0.41% | -10.05% | 8,147.4 | Vehicles & Parts | |
UTHR | United Therapeutics Corp | 23,600 | 7,275.2 | +28.96% | 1.790 | +0.40% | 0.050 | -5.20% | -17.55% | 13,122.0 | Drug Manufacturers | |
GILD | Gilead Sciences Inc | 63,000 | 7,059.1 | 0% | 1.740 | 0% | 0.010 | +1.12% | +22.67% | 138,984.2 | Drug Manufacturers | |
XTER:DTE | Deutsche Telekom AG | 189,548 | 7,013.7 | 0% | 1.730 | 0% | 0.000 | -7.37% | +10.81% | 152,550.4 | Telecommunication Services | |
SLM | SLM Corp | 228,700 | 6,716.9 | 0% | 1.650 | 0% | 0.110 | +13.08% | +21.99% | 7,000.8 | Credit Services | |
XAMS:AD | Koninklijke Ahold Delhaize NV | 177,200 | 6,621.9 | 0% | 1.630 | 0% | 0.020 | +5.40% | +15.88% | 32,646.5 | Retail - Defensive | |
LSE:NXT | Next PLC | 45,528 | 6,519.2 | 0% | 1.600 | 0% | 0.040 | +12.92% | +32.03% | 14,624.4 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 26,500 | 6,500.4 | 0% | 1.600 | 0% | 0.000 | +19.92% | +22.53% | 807,076.8 | Banks | |
COF | Capital One Financial Corp | 36,100 | 6,472.7 | 0% | 1.590 | 0% | 0.010 | +21.12% | +21.42% | 137,636.6 | Credit Services | |
ABBV | AbbVie Inc | 30,451 | 6,380.1 | 0% | 1.570 | 0% | 0.000 | -7.04% | +8.92% | 335,598.9 | Drug Manufacturers |
Bernard Horn's Historical Top Holdings Breakdowns
Bernard Horn's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NTRS | Northern Trust Corp | 2025-03-31 | Sold Out Sold Out | -1.56% | 96.09 ($106.14) 113.81 | $127.99 | 20.59% | Sold Out | 0 | -61,800 | |
MSFT | Microsoft Corp | 2025-03-31 | Sold Out Sold Out | -1.47% | 375.39 ($407.71) 447.2 | $492.05 | 20.69% | Sold Out | 0 | -14,100 | |
LSE:IAG |
International Consolidated Airlines Group SA
International Consolidated Airlines Group SA
| 2025-03-31 | New Buy New Buy | +1.17% | 2.61 (£3.18) 3.66 | £3.43 | 7.89% | New holding | 1,411,400 | 1,411,400 | |
IPG |
The Interpublic Group of Companies Inc
The Interpublic Group of Companies Inc
| 2025-03-31 | Sold Out Sold Out | -0.99% | 25.93 ($27.43) 29.28 | $25.13 | -8.38% | Sold Out | 0 | -143,700 | |
VIPS | Vipshop Holdings Ltd | 2025-03-31 | Add Add | +0.76% | 12.68 ($15.11) 17.71 | $15.10 | -0.07% | Add 111.11% | 374,300 | 197,000 | |
XSWX:BARN | Barry Callebaut AG | 2025-03-31 | Add Add | +0.49% | 948.5 (CHF1101.53) 1219 | CHF900.00 | -18.30% | Add 50.69% | 4,450 | 1,497 | |
DCOM | Dime Community Bancshares Inc | 2025-03-31 | Sold Out Sold Out | -0.47% | 27.05 ($30.24) 33.89 | $27.72 | -8.33% | Sold Out | 0 | -62,335 | |
UTHR | United Therapeutics Corp | 2025-03-31 | Add Add | +0.40% | 304.42 ($342.7) 380.78 | $290.91 | -15.11% | Add 28.96% | 23,600 | 5,300 | |
TSX:MX | Methanex Corp | 2025-03-31 | Reduce Reduce | -0.33% | 50.46 (C$64.68) 76.75 | C$45.09 | -30.29% | Reduce -21.2% | 99,237 | -26,700 | |
TSE:6758 | Sony Group Corp | 2025-03-31 | Reduce Reduce | -0.33% | 3155 (円3514.52) 3862 | 円3,640.00 | 3.57% | Reduce -21.54% | 224,000 | -61,500 |
Bernard Horn Total Holding History ($B)
Bernard Horn's Asset Allocation
Bernard Horn Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Bernard Horn's Hypothetical Growth since 2025-03-31
Bernard Horn's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bernard Horn's Holdings Heat Map
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Bernard Horn's Holdings Bubble Chart
Bernard Horn News
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