Published on 10 May 2024 on GuruFocus.com via Yahoo Finance
Bernard Horn's Strategic Moves in Q1 2024: Spotlight on Avnet Inc
Insights into Polaris Global Value Fund's Latest Portfolio Adjustments
Bernard Horn (Trades, Portfolio), a seasoned investment manager since the early 1980s, leads the Boston-based Polaris team, boasting over 150 years of collective industry expertise. The Polaris Global Value Fund (PGVFX), known for its diversified, no-load global mutual fund approach, aims to deliver above-average returns by investing in undervalued assets or companies with strong sustainable free cash flow. Horn's investment philosophy hinges on the significance of country and industry factors in determining security prices and capitalizing on global market inefficiencies caused by investor behavior.