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![Polar Capital Holdings - AUM increase again](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Jan 133 min read
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...
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![Polar Capital Holdings: Dividend maintained -"positive outlook"](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Nov 18, 20244 min read
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)...
283 views0 comments
![Polar Capital Holdings - Assets under Management on 30 September](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Oct 10, 20242 min read
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...
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![](https://static.wixstatic.com/media/23c6ed3f5e614c09b28a14d774acf206.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/23c6ed3f5e614c09b28a14d774acf206.webp)
![Current thoughts on my positions: Part II](https://static.wixstatic.com/media/23c6ed3f5e614c09b28a14d774acf206.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/23c6ed3f5e614c09b28a14d774acf206.webp)
John Rosier
Sep 11, 20247 min read
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...
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![Polar Capital Holdings - Assets under management grows further, helped by net inflows](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Jul 11, 20243 min read
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)...
297 views0 comments
![Polar Capital Holdings - Results - Dividend maintained, Assets under Management growing](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Jun 27, 20244 min read
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)...
343 views0 comments
![Polar Capital Holdings - Super Q4 and net inflows at last](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Apr 11, 20244 min read
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)...
395 views0 comments
![JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions](https://static.wixstatic.com/media/cb8ce5_2d9bb518eed543f6ae9b9144e1e4ac73~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_2d9bb518eed543f6ae9b9144e1e4ac73~mv2.webp)
John Rosier
Feb 2, 20241 min read
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade I will be adding three new stocks to the JIC Portfolio today. Two of the holdings are from the 2024 competition. They...
625 views0 comments
![Polar Capital Holdings - Encouraging Q3](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Jan 11, 20243 min read
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)...
335 views0 comments
![Polar Capital Holdings - Interim Results - Resilient](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Nov 20, 20234 min read
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)...
333 views0 comments
![JIC Portfolio Trade - Added to position, taking it to target 5.0%.](https://static.wixstatic.com/media/cb8ce5_d029ce0eefb34076bafb033776e9fef6~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_d029ce0eefb34076bafb033776e9fef6~mv2.webp)
John Rosier
Oct 18, 20231 min read
JIC Portfolio Trade - Added to position, taking it to target 5.0%.
#jicportfoliotrade Polar Capital Holdings (POLR.L, Market Capitalisation: £414m, 402p, 5.0% of JIC Portfolio, Medium Risk/High Reward =...
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![Falling Review Price catchup and thoughts; it's tough out there.](https://static.wixstatic.com/media/cb8ce5_d62d039fc000457fb4eebb09b305a45a~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_d62d039fc000457fb4eebb09b305a45a~mv2.webp)
John Rosier
Oct 17, 20235 min read
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...
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![Polar Capital Holdings - Assets under management on 30th September](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Oct 12, 20233 min read
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)...
327 views0 comments
![Polar Capital - AUM at 30th June](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Jul 13, 20232 min read
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)...
306 views0 comments
![Current thoughts on my positions - Part I](https://static.wixstatic.com/media/cb8ce5_0592913f8ce74b7db344ed7912d553f6~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_0592913f8ce74b7db344ed7912d553f6~mv2.webp)
John Rosier
Jul 11, 20236 min read
Current thoughts on my positions - Part I
#portfoliothoughts Bioventix: Last commented on it in March with its interim results – “Another six months of robust growth -dividend up...
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![Polar Capital Results - Dividend held (9.3% yield)](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Jun 26, 20234 min read
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)...
351 views0 comments
![Polar Capital Holdings - AUM on 31st March, and for the record, Harbour Energy went ex 9.65p today](https://static.wixstatic.com/media/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_31f8fe38354b439885d898fa9d836342~mv2.webp)
John Rosier
Apr 13, 20233 min read
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)...
355 views0 comments
![](https://static.wixstatic.com/media/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.webp)
![Thumbnail review of each position part II - Stocks 6-10](https://static.wixstatic.com/media/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.jpg/v1/fill/w_296,h_222,fp_0.50_0.50,q_90,enc_auto/11062b_684136b6b01b4f7b9d49dcf43456ab6c~mv2.webp)
John Rosier
Jan 26, 20234 min read
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) ...
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![Polar Capital - Assets Under management on 31st December](https://static.wixstatic.com/media/cb8ce5_73b0363b0736430a92495cd28517badd~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_73b0363b0736430a92495cd28517badd~mv2.webp)
John Rosier
Jan 12, 20233 min read
Polar Capital - Assets Under management on 31st December
Polar Capital Holdings (POLR.L, Market Capitalisation: £504m, 500p, 4.9% of JIC Portfolio, Medium Risk/High Reward = 5.0% target)...
366 views0 comments
![JIC Portfolio Trades - Polar Capital Holdings and Harbour Energy up to target](https://static.wixstatic.com/media/cb8ce5_af43268a1b4d4e47b3dd3d06ad3bb456~mv2.png/v1/fill/w_296,h_222,fp_0.50_0.50,q_95,enc_auto/cb8ce5_af43268a1b4d4e47b3dd3d06ad3bb456~mv2.webp)
John Rosier
Dec 16, 20222 min read
JIC Portfolio Trades - Polar Capital Holdings and Harbour Energy up to target
#jicportfoliotrade Following the sale of K3 Capital this morning, I have added to two existing positions, taking them up to my target...
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