A world of opportunities for a minimal investment.
Philosophy
- A specialized vehicle offering access to equity investing with a very low initial amount.
- Managed by Polaris in Boston (USA), the fund’s global value strategy consists in building a value portfolio of under-valued stocks (more than 80 companies). The Investment Manager emphasis is on companies, which it deems to be undervalued in relation to their capacity to generate high cash flows.
- A broad diversification in terms of geography, sector allocation and market capitalization.
- A US dollar-denominated instrument offering a worldwide exposure with no hedging against foreign-exchange risk.
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A major step towards diversification.
Overview
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Global Value
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- broad and immediate equity diversification
- value investment philosophy
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Ideal: |
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- for conservative clients
- for inclusion in any type of portfolio
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More information.
