Global Insurance: Setting the scene for another 25 years
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Learning: Unstructured
With the Polar Capital Global Insurance Fund having recently celebrated its 25th anniversary, Lead Fund Manager Nick Martin reflects on the history of the portfolio, it’s approach to investing in the insurance sector and long-term track record. Nick also reports on a robust Q3 earnings season, which demonstrated strong underwriting results and top-line growth, as well as looking ahead to what 2024 might hold. Longer-term, Nick reflects on what some of the key themes for the Fund are likely to be as it enters its next 25 years.