Search
Polar Capital Holdings - AUM at 31 March
Polar Capital Holdings (POLR.L, Market Capitalisation: £346m, 365p, 3.9 % of JIC Portfolio, 4.0% target) www.polarcapital.co.uk Polar...
John Rosier
1 day ago1 min read
238 views
0 comments
Four buy trades in JIC Portfolio - Added to existing positions.
I have just added to four of my positions. In most cases they have sufferred big falls in the last week and are now in oversiold...
John Rosier
Apr 71 min read
521 views
0 comments
Polar Capital Holdings - AUM increase again
Polar Capital Holdings (POLR.L, Market Capitalisation: £456m, 480p, 3.8 % of JIC Portfolio, 4.0% target) www.polarcapital.co.uk Polar...
John Rosier
Jan 133 min read
304 views
0 comments
Polar Capital Holdings: Dividend maintained -"positive outlook"
Polar Capital Holdings (POLR.L, Market Capitalisation: £486m, 512p, 4.0 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
John Rosier
Nov 18, 20244 min read
292 views
0 comments
Polar Capital Holdings - Assets under Management on 30 September
Conclusion: It focuses on the increase in assets under management over the six months ending 30 September, the first half of its...
John Rosier
Oct 10, 20242 min read
358 views
0 comments
Current thoughts on my positions: Part II
Serica Energy is 123p, 5.4% of the JIC Portfolio. My last comments were yesterday, when I added to my position at 113p. I watched the...
John Rosier
Sep 11, 20247 min read
656 views
3 comments
Polar Capital Holdings - Assets under management grows further, helped by net inflows
Polar Capital Holdings (POLR.L, Market Capitalisation: £552m, 582p, 4.5 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
John Rosier
Jul 11, 20243 min read
297 views
0 comments
Polar Capital Holdings - Results - Dividend maintained, Assets under Management growing
Polar Capital Holdings (POLR.L, Market Capitalisation: £549m, 541p, 4.2 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
John Rosier
Jun 27, 20244 min read
344 views
0 comments
Polar Capital Holdings - Super Q4 and net inflows at last
Polar Capital Holdings (POLR.L, Market Capitalisation: £463m, 457p, 4.0 % of JIC Portfolio, Medium Risk/High Reward = 4.0% target)...
John Rosier
Apr 11, 20244 min read
396 views
0 comments
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade
John Rosier
Feb 2, 20241 min read
627 views
0 comments
Polar Capital Holdings - Encouraging Q3
Polar Capital Holdings (POLR.L, Market Capitalisation: £459m, 453p, 5.3% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jan 11, 20243 min read
335 views
0 comments
Polar Capital Holdings - Interim Results - Resilient
Polar Capital Holdings (POLR.L, Market Capitalisation: £457m, 451p, 5.5% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Nov 20, 20234 min read
333 views
0 comments
JIC Portfolio Trade - Added to position, taking it to target 5.0%.
#jicportfoliotrade
John Rosier
Oct 18, 20231 min read
448 views
0 comments
Falling Review Price catchup and thoughts; it's tough out there.
I’ll start with a story. On 9th October, I was asked if I knew why Shoe Zone was down 10 per cent on the day, having already fallen by 15...
John Rosier
Oct 17, 20235 min read
557 views
0 comments
Polar Capital Holdings - Assets under management on 30th September
Polar Capital Holdings (POLR.L, Market Capitalisation: £4343, 437p, 5.0% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Oct 12, 20233 min read
327 views
0 comments
Polar Capital - AUM at 30th June
Polar Capital Holdings (POLR.L, Market Capitalisation: £478m, 444p, 5.2% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jul 13, 20232 min read
306 views
0 comments
Current thoughts on my positions - Part I
#portfoliothoughts
John Rosier
Jul 11, 20236 min read
754 views
0 comments
Polar Capital Results - Dividend held (9.3% yield)
Polar Capital Holdings (POLR.L, Market Capitalisation: £500m, 494p, 5.4% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Jun 26, 20234 min read
351 views
0 comments
Polar Capital Holdings - AUM on 31st March, and for the record, Harbour Energy went ex 9.65p today
Polar Capital Holdings (POLR.L, Market Capitalisation: £465m, 466p, 4.8% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
John Rosier
Apr 13, 20233 min read
355 views
0 comments
Thumbnail review of each position part II - Stocks 6-10
Ecora Resources (ECOR.L, Market Capitalisation: £387m, 151p, 5.7% of JIC Portfolio, Medium Risk/High Reward =5.0% target weight) ...
John Rosier
Jan 26, 20234 min read
649 views
0 comments