Bernard Horn

Bernard Horn

Polaris Global Value Fund
Last update 2020-06-02 99 Stocks (15 new)
Value $295.00 Mil Turnover 15 %
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Bernard Horn Profile

Polaris Global Value Fund

Bernard Horn Investing Philosophy

Our philosophy is based on two basic beliefs: (i) country and industry factors are important determinants of security prices, and (ii) global market fluctuations produce mispriced stocks. Global markets have proven generally efficient over time, but investor behavior creates volatility that leads to inefficiency somewhere in the world. During these periods, the stock price may not reflect a company’s long-term fundamental valuation and/or future cash flows. We seek to buy such undervalued companies worldwide.
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Performance of Polaris Global Value Fund

Year Return % S&P500 % Excess Gain %
2019 22.8 30.58 -7.8
2018 -12.66 -4.57 -8.1
2017 20.6 21.7 -1.1
3-Year Cumulative (2017-2019) 29.35 (8.96/Year) 51.65 (14.89/Year) -22.28 (-5.93/Year)
2016 11.67 12 -0.3
2015 1.55 1.24 0.3
5-Year Cumulative (2015-2019) 46.68 (7.96/Year) 71.96 (11.45/Year) -25.26 (-3.47/Year)
2014 3.68 13.46 -9.8
2013 36.94 32.31 4.6
2012 21 15.99 5
2011 -8.16 1.9 -10.1
2010 20.64 15.05 5.6
10-Year Cumulative (2010-2019) 179.20 (10.81/Year) 251.03 (13.38/Year) -71.83 (-2.57/Year)
2009 35.46 26.35 9.1
2008 -46.19 -36.79 -9.4
2007 -3.97 5.15 -9.1
2006 24.57 15.84 8.7
2005 10.52 4.83 5.7
15-Year Cumulative (2005-2019) 169.06 (6.82/Year) 257.98 (8.87/Year) -88.92 (-2.03/Year)
2004 23.63 10.7 12.9
2003 47.06 28.18 18.9
2002 3.82 -21.58 25.4
2001 2.21 -11.76 14
2000 -5.82 -9.75 3.9
20-Year Cumulative (2000-2019) 388.87 (8.26/Year) 217.22 (5.94/Year) 171.65 (2.32/Year)
1999 16.5 20.38 -3.9
1998 -8.85 28.69 -37.5
1997 34.55 33.49 1.1
1996 23.34 22.5 0.8
1995 31.82 38.06 -6.2
25-Year Cumulative (1995-2019) 1035.66 (10.21/Year) 1009.46 (10.10/Year) 26.20 (0.11/Year)
1994 -2.78 0.38 -3.2
1993 25.7 10.08 15.6
1992 9.78 7.62 2.2
1991 17.18 30.47 -13.3
1990 -11.74 -3.1 -8.6

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