CERE - Polaris Global Equity Composite Q1 2024 Commentary
2024-04-25 08:00:00 ET
Summary
- Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in operation and continuously managed by the same individuals.
- Global equity markets enjoyed consecutive months of gains, with the MSCI World Index returning 9.01% for the quarter.
- In the financials sector, The Carlyle Group drove gains with its quarterly earnings and positive guidance for 2024.
Annualized as of March 31, 2024
| YTD |
| QI |
| 1 Yr |
| 3 Yrs |
| 5 Yrs |
| 10 Yrs |
| Since 9/30/1984 |
| Polaris Global Equity Composite (net of fees) |
| 6.19% |
| 6.19% |
| 18.84% |
| 4.54% |
| 8.57% |
| 7.26% |
| 10.91% |
| Polaris Global Equity Composite (gross of fees) |
| 6.33% |
| 6.33% |
| 19.44% |
| 5.06% |
| 9.11% |
| 7.78% |
| 11.74% |
| MSCI World Index, gross dividends reinvested |
| 9.01% |
| 9.01% |
| 25.72% |
| 9.12% |
| 12.62% |
| 9.97% |
| 10.20% |