Company Polar Capital Holdings Plc

Equities

POLR

GB00B1GCLT25

Investment Management & Fund Operators

Delayed London S.E. 12:35:02 2024-03-28 pm EDT 5-day change 1st Jan Change
455.5 GBX +0.66% Intraday chart for Polar Capital Holdings Plc +1.22% -2.25%

Business Summary

Polar Capital Holdings PLC is a specialist, investment-led, fund management company. The Company offers professional and institutional investors a range of funds diversified by asset class, geographical and sectoral specialization. The Company is engaged in the provision of investment management and advisory services. The Company offers professional and institutional investors a range of geographical and sector investment opportunities. The Company maintains an operational infrastructure and system of risk control which in collaboration with third party service providers United Kingdom and internationally to professional and institutional investors through its digital platform with insightful content. It supports investment teams that manage a range of long-only and alternative products, including open-ended UCITS, US 40 Act mutual fund as well as closed-ended investment trust companies and alternative funds.

Number of employees: 191

Sales per Business

GBP in Million2022Weight2023Weight Delta
Investment Management
100.0 %
224 100.0 % 183 100.0 % -18.40%

Sales per region

GBP in Million2022Weight2023Weight Delta
Ireland
76.7 %
167 74.4 % 140 76.7 % -15.85%
United Kingdom
16.0 %
35 15.7 % 29 16.0 % -16.63%
Rest of Europe
5.6 %
12 5.2 % 10 5.6 % -12.81%
Cayman Islands
0.7 %
4 1.9 % 1 0.7 % -69.09%
Rest of the World
0.6 %
1 0.3 % 1 0.6 % +90.85%
United States
0.3 %
6 2.5 % 1 0.3 % -89.31%

Managers

Managers TitleAgeSince
Chief Executive Officer 65 17-07-16
Director of Finance/CFO 46 09-12-31
Chief Tech/Sci/R&D Officer - 03-12-31
Compliance Officer - 06-12-31
Chief Investment Officer - 18-01-09
Chief Operating Officer 44 04-12-31
Corporate Officer/Principal - -
Corporate Secretary 67 -

Members of the board

Members of the board TitleAgeSince
Director/Board Member - 17-06-21
Director/Board Member - 20-04-08
Chairman 48 20-04-08
Chief Executive Officer 65 17-07-16
Director/Board Member 55 22-01-16
Director/Board Member 68 21-11-16
Director/Board Member 54 18-07-24
Director of Finance/CFO 46 09-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 101,195,879 82,649,687 ( 81.67 %) 0 81.67 %

Shareholders

NameEquities%Valuation
Fianchetto Ltd. (United Kingdom)
7.736 %
7,828,573 7.736 % 42 M p
Harwood Capital LLP
6.917 %
6,999,997 6.917 % 37 M p
Rob Gurner
5.959 %
6,030,066 5.959 % 32 M p
Apex Financial Services (Trust Co.) Ltd.
5.062 %
5,122,110 5.062 % 27 M p
Schroder & Co Bank AG (Private Banking)
4.715 %
4,771,403 4.715 % 25 M p
Caledonia Investments Plc (Investment Management)
3.952 %
3,999,130 3.952 % 21 M p
Unicorn Asset Management Ltd.
3.475 %
3,517,000 3.475 % 19 M p
Canaccord Genuity Wealth Ltd.
3.162 %
3,200,000 3.162 % 17 M p
Franklin Templeton Fund Management Ltd.
2.718 %
2,750,000 2.718 % 15 M p
Waystone Fund Services (UK) Ltd.
2.509 %
2,538,878 2.509 % 14 M p

Holdings

NameEquities%Valuation
1,458,016 0.06% 1,153,465,618 $
1,976,424 0.03% 817,528,023 $
3,374,048 0.21% 649,605,461 $
2,880,033 0.02% 520,565,965 $
923,318 0.04% 452,545,851 $
2,062,322 0.02% 364,536,037 $
2,420,199 0.04% 335,100,754 $
3,143,192 0.84% 275,312,187 $
1,095,417 2.08% 246,271,650 $
751,404 0.33% 243,567,607 $

Company contact information

Polar Capital Holdings Plc

16 Palace Street

SW1E 5JD, London

++44 20 72272700

http://www.polarcapital.co.uk
address Polar Capital Holdings Plc(POLR)

Group companies

NameCategory and Sector
Investment Managers
Investment Managers
Investment Managers
Investment Managers