Fund manager interview: Polar Capital

Fund manager interview: Polar Capital

John Yakas, co-manager of Polar Capital Global Financials Trust (PCFT) discusses the improved fundamentals of the financial sector and strong income story as well as the sector’s historically attractive valuation relative to equity markets as a whole. The Polar Capital Global Financials Trust benefits from the ability to invest globally and John discusses how PCFT is positioned to take advantage of regional as well as subsector opportunities within this very large market sector.


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