Search
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...
297 views
0 comments
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)...
290 views
0 comments
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...
353 views
0 comments
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...
650 views
3 comments
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 views
0 comments
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 views
0 comments
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 views
0 comments
John Rosier
Feb 2, 20241 min read
JIC Portfolio Trades - Four positions were reduced to provide cash for three new positions
#jicportfoliotrade
625 views
0 comments
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 views
0 comments
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 views
0 comments
John Rosier
Oct 18, 20231 min read
JIC Portfolio Trade - Added to position, taking it to target 5.0%.
#jicportfoliotrade
448 views
0 comments
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...
557 views
0 comments
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 views
0 comments
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 views
0 comments
John Rosier
Jul 11, 20236 min read
Current thoughts on my positions - Part I
#portfoliothoughts
753 views
0 comments
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 views
0 comments
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 views
0 comments
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) ...
649 views
0 comments
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 views
0 comments
John Rosier
Dec 16, 20222 min read
590 views
0 comments