Global and worldwide value equity business Polaris Capital Management is headquartered in Boston. In 1995, Bernard Horn launched the business with a focus on international value investing. The company strives to manage market risks while constructing portfolios that can outperform benchmark returns. The firm’s portfolio had around 69 percent of worldwide investments as of March 2022. In seven out of eleven sectors, the Polaris Global Equity Composite outperformed the benchmark. The consumer discretionary sector was where the portfolio underperformed. The company’s notable interests are AbbVie Inc. and Intel Corporation.
Insider Monkey highlighted dividend stocks from the portfolio of Polaris Capital Management. An American global corporation with a focus on shipping, e-commerce, and related services is FedEx Corporation. On June 29, the business released its FY25 projection, anticipating a $3 billion to $4.5 billion increase in consolidated operating income compared to FY22. The business reported GAAP EPS of $1.30 in Q1 2022, exceeding expectations by $0.16. The company’s $677 million in revenue increased by 15.1 percent year over year and outperformed expectations by $34.8 million. According to Insider Monkey’s Q1 2022 data, elite funds were fond of UnitedHealth Group Incorporated. As of June 29, the company’s payout ratio was 30.22 percent, and its yield was 1.29 percent. Financial services provider JPMorgan Chase & Co. is situated in New York. The company has a 12-year history of steady dividend growth, and during the last five years, its dividend has increased at a CAGR of 14%. The Virginia-based bank holding corporation Capital One Financial Corporation specializes in auto loans, banking, credit cards, and savings accounts. The company claimed that its credit card delinquency rates increased by 2.22 percent in May, up from 2.18 percent in April. For more details, click 10 Dividend Stocks To Buy According To Bernard Horn’s Polaris Capital Management.
