A high-conviction approach targeting value opportunities in the UK
The Fund's objective is to achieve long term capital appreciation by primarily investing in a diversified portfolio of equity securities listed in the UK.
The Fund Managers believe that outstanding investment results can be generated through company specific, proprietary research and modelling rather than predicting what is in store for the economy or market as a whole. The investment process is entirely bottom up through the application of a replicable process to each company in the investment universe. The stock holdings often differ significantly from the Fund’s benchmark, the FTSE All Share Index. The Fund Managers apply a value philosophy, looking to uncover stocks trading at a temporary discount to their intrinsic value. The Fund Managers do not believe that company size matters and adopts a multi-cap investment approach, taking advantage of the best investment opportunities in the UK large, mid and small cap space.
- Managed by experienced fund managers with a strong track record
- Bottom up, stock by stock selection
- Focus on undervalued companies
- Flexibility to go across the market cap spectrum
Georgina Hamilton, CFA
George joined Polar Capital in April 2017 to manage the Polar Capital UK Value Opportunities Fund with Georgina Hamilton. Prior to this, George managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund at Miton Group.
Previously, George co-founded Matterley Asset Management in 2008 and was co-manager of the group’s Undervalued Assets Fund. Before founding Matterley, George was a Director of Equity Sales at Credit Suisse.
- BSc in Economics, University of Bristol
- 18 years
Georgina Hamilton, CFA
Georgina joined Polar Capital in October 2016 to set up the UK Value Team. Prior to this, she was with Miton Group where she managed the CF Miton UK Value Opportunities Fund and the Miton Undervalued Assets Fund.
Previously, Georgina was a lead analyst for the Undervalued Assets Fund at Matterley Asset Management. Georgina holds a double first in Biological Anthropology and Natural Sciences from Jesus College, Cambridge and is a CFA charterholder.
- BSc (Double 1st Class Hons) in Biological Anthropology, University of Cambridge
- CFA charterholder
- 11 years
Cumulative Performance (%)
|GBP Class I Acc||7.49||14.17||27.02||27.02||-||-||-||32.10||10.02|
Discrete Annual Performance (%)
Top 10 Positions (%)
|Morgan Sindall Group||2.5|
|Hill & Smith Holdings||2.1|
Market Capitalisation Exposure (%)
|Mid (£600m to £4bn)||42.0|
|Consumer Durables & Apparel||9.6|
|Commercial & Professional Services||4.8|
|Food, Beverage & Tobacco||4.7|
|Pharmaceuticals, Biotechnology & Life Sciences||4.6|
|Technology Hardware & Equipment||3.9|
Fact Sheet History
Tax & Distribution Reporting
Report & Accounts
Codes & Fees
|GBP Class I Acc||PUKVIGA ID||IE00BD81XX91||BD81XX9||0.87%||*|
|GBP Class I Dist||PUKVIGD ID||IE00BD81XW84||BD81XW8||0.87%||*|
|GBP Class R Acc||PUKVRGA ID||IE00BF0W2D75||BF0W2D7||1.47%||*|
OCF is correct as at the date of the latest published KIID.
Countries in which this fund is available
Please click on each country to see share class availability