PGVFX: GLOBAL MUTUAL FUND

The Polaris Global Value Fund seeks capital appreciation by investing in undervalued companies across the globe. Our investment strategy has been consistent for 20+ years.


The Polaris Global Value Fund (PGVFX) is a diversified no-load global mutual fund that attempts to provide above average return by investing in companies with potentially strong sustainable free cash flow or undervalued assets. The Polaris Global Value Fund (PGVFX) is a global mutual fund, diversified across country and market capitalization, and typically holds 65 to 100 stocks that meet Polaris’ strict value criteria.

Polaris Capital Management, LLC (the “Adviser”) uses proprietary investment technology combined with Graham & Dodd style fundamental research to identify potential investments. Filters are applied as part of the investment approach, which attempts to identify a list of companies with the most undervalued streams of sustainable cash flow or assets worldwide. Polaris then conducts rigorous fundamental research on the companies identified in the screening process, selecting companies in which the Polaris Global Value Fund (PGVFX) invests.