Polar Capital Share Discussion Threads

[diviincomesearch] 11/6/2021 22:36

Do you mean the financials trust offer deadly? The polar capital AuM is still trending in the right direction. Bit of profit taking after a very strong run. Emerging markets stars fund has built up an impressive AuM in recent months. The U.K. value fund is soft closed around £1.6bn and the rot has stopped in the North American fund. Tech fund has bled a few hundred million as the rotation to value has borne out but it’s still a gargantuan £6.3bn. The Melchior European opps fund also continuing to do well. It’s soft closed as well so will assume they aren’t going to build out much capacity from it. Don’t think results will throw up too many surprises. Not expecting performance fees from the tech trust to be great as they crystallised end of March after tech had deflated a tad bit elsewhere looked strong.

[deadly] 11/6/2021 21:02

Nobody interested in the Intermediaries Offer?

[rcturner2] 18/5/2021 13:10

Share price still going in the right direction here.

[thewheeliedealer] 30/4/2021 22:22

Hi all, My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and POLR was one of the Stocks we discussed, and I think C3 holds some. In this one I started discussing how I use Spreadbets to gear-up my Returns but in a low-risk way and very much treating my Spreadbet Account like normal Shares. As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 46) and you can find it on Soundcloud at the link below. I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer. Cheers, WD @wheeliedealer hTTps://soundcloud.com/user-479955511/conkers3-wheeliedealer-47-amzn-aapl-tsla-sfor-crda-acrl-polr-spreadbetting-aqx-wpp-tmg And you can hear it on YouTube here: hTTps://www.youtube.com/watch?v=0DJ7Ansp4pc&t=4s

[whittler100] 15/4/2021 11:05

I am happy enough with the TU of AUM from POLR this morning; the company is progressing well and also offers a very attractive dividend of around the 5% mark: happy to continue to hold and expect it has further to travel.

[diviincomesearch] 15/4/2021 09:08

The value rotation has balanced things up. The U.K. value fund is soft closed and up to £1.4bn in assets now. The EM income fund is merging with the EM stars fund. The latter being growth/quality heavy but inflows have still been strong. Will see what the future brings. So much consolidation in the industry- still a potential takeover target.

[stevenlondon3] 15/4/2021 08:46

Beginning of quarter 18990 Net sales 646 Closures/Aquisitions 1268 Performnace -41 End of quarter 20863 I think the contribution from market performance was negative in the quarter....reflecting performance of tech stocks.

[zho] 15/4/2021 07:14

Quarterly update AUM £20.9 billion, up £2 billion (10%) from last quarter - £643 million of this is from net fund inflows, so £1,357 million from performance, equating to 7.2% for the quarter. Decent.

[quepassa] 19/3/2021 08:26

Does RCTurner still haunt this thread like a bad smell?

[diviincomesearch] 16/3/2021 13:11

£21.6bn middle of Feb. Wasn’t much different at the end of the month. The style rotation to value didn’t help too much. Performance fees which crystallise end of March on the technology trust are only about £4mn as opposed to 3x that a few months ago. Still a cheap valuation as things stand, good dividends, lean company, no debt, lots of cash, in an acquisitive sector.

[rcturner2] 16/3/2021 12:38

Pushing close to all time high again. Anyone with any knowledge of AuM figures?

[davebowler] 10/3/2021 08:46

hTTps://masterinvestor.co.uk/equities/small-cap-income-stocks-perfect-for-your-isa/?mc_cid=40ce27d99d&mc_eid=31ad53697c

[diviincomesearch] 19/1/2021 14:36

Nice entry point for someone. Circa £100mn net cash. Estimated P/E still floating around the 10 mark after netting off cash. 5% dividend yield. What’s not to like.

[diviincomesearch] 14/1/2021 14:39

Most of the AuM update is baked in with the factsheet and the spike we had last month. I was expecting performance fees to be higher. Appreciate there is an incentive scheme for managers. I wonder if that is only the crystallised fees, as the Technology trust has almost 10p per share of performance fees that are uncrystallised and will remain so until 31st March shares in issue 137mn, so another £13.7mn in performance fees less costs. EPS full year- something in the region of 60p?

[lomax99] 14/1/2021 10:16

Added a few.

[riverman77] 14/1/2021 09:38

Still chance to get in before market wakes up to this superb update. Liontrust shot up yesterday, and these results are at least as good as those (POLR also a lot cheaper and in my view has better funds, so I know where I'd put my money right now).

[lomax99] 14/1/2021 09:04

There is often a delayed reaction here, patience.

[nerja] 14/1/2021 09:01

Thought this would be off to the races after that update!

[rcturner2] 14/1/2021 07:20

That is a fking awesome update.

[zho] 14/1/2021 07:16

AUM quarterly update: Net inflows of £556 million in Q3, £1.4 billion in first 3 quarters AUM of £18.9 billion, up 15% in Q3, up 55% in first 3 quarters

[diviincomesearch] 12/1/2021 13:00

Not really sure why this went down today. AuM factsheets all positive, and most importantly the performance fees have crystallised for the open ended funds. I’m not sure how exactly they calculated the performance fee as the AuM changes obviously from month to month. But Biotechnology with over £900mn in the fund delivered healthy outperformance of 14% on the benchmark. Smaller Automation and Artificial Intelligence fund over 20%. The giant technology fund also double digit outperformance. Given the performance fees are 10% on the benchmark outperformance should be some healthy profit for this year! EM stars fund also gaining traction with its AuM now.

[lomax99] 12/1/2021 10:25

Patience, the next challenge will be £8.00!

[actybod] 12/1/2021 10:11

700 is stubborn!

[diviincomesearch] 05/1/2021 19:11

Yes, just their biotech fund I imagine. Not going the affect the company itself tangibly though.

[actybod] 05/1/2021 18:52

Upped stake in SNG