OUR GLOBAL VALUE FUND (PGVFX)

No-load global value fund seeks capital appreciation by investing in value stocks worldwide

global value fund

FOURTH QUARTER 2023 FUND COMMENTARY – January 10, 2024

The Polaris Global Value Fund released its fourth quarter 2023 commentary. Read more about the Fund’s performance, thematic events, individual stock returns, buys/sells and a comprehensive outlook for 2024. The complete commentary is available for review/printing at the GLOBAL FUND REPORTS page.

VALUE HOTSPOTS REVEALED – A CITYWIRE LIVESTREAM REPLAY – October 2023

With the valuation discrepancy between growth and value stocks harking back to the dotcom crash, active value managers are finding many opportunities in today’s markets, as revealed in Citywire’s latest Due Diligence Report panel. EVP and Portfolio Manager Jason Crawshaw was featured. CITYWIRE LIVESTREAM to watch the panel discussion.

INVESTOR’S BUSINESS DAILY – April 17, 2023

The Polaris Global Value Fund (PGVFX) was ranked among the Best Mutual Funds of 2023, in the eighth annual ranking by Investor’s Business Daily (IBD). IBD listed PGVFX in the top 20 Best International Stock Funds 2023 based on a 10-year record of performance through December 31, 2022. READ THE COMPLETE PRESS RELEASE HERE

PGVFX DISTRIBUTIONS – For Calendar Year 2022

AVAILABLE ONLINE NOW. The Polaris Global Value Fund has posted the 2022 Net Investment Income and Capital Gains Distributions, outlining both short- and long-term capital gains. For more information about the distributions, please visit the TAX/YEAR-END INFORMATION webpage.

PGVFX WINS 2022 LIPPER AWARD – March 10, 2022

The Polaris Global Value Fund (PGVFX) received a 2022 Refinitiv Lipper Fund Award in the global multi-cap value fund category. The PGVFX Fund was recognized for its consistently strong risk-adjusted returns for the 10-year period through November 30, 2021. For more information about the award, please visit the FUND NEWS & EVENTS page.

global value mutual fund