In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, sits down with Tom Dorner, Co-Manager of the Polar Capital Global Financials Trust. They discuss the current financial landscape, emphasizing the strategies employed by Polar Capital to navigate market challenges and leverage opportunities. Tom provides insights into the trust’s performance, investment philosophy, and key sectors of focus, highlighting its approach to risk management and long-term value creation for investors.
The conversation covers the impact of global economic trends on the financial sector, including regulatory changes and technological advancements. Tom elaborates on the importance of adaptability and innovation in maintaining a competitive edge. He underscores the significance of thorough research and a disciplined investment process in achieving sustainable growth. Keith and Tom conclude by reflecting on future prospects for the financial industry, with an optimistic outlook on emerging markets and potential areas for growth.
Watch the interview now to find out more.
Tom Dorner joined Polar Capital as a Fund Manager in the Financials team in December 2023. He is a co-manager on the Polar Capital Global Financials Trust, with Nick Brind and George Barrow. He joined from abrdn where he was a Senior Investment Director in the Developed Markets team and managed the abrdn Europe ex UK Income Equity Fund. He was responsible for analytical coverage of European financials and managed a number of other European investment funds during his nine years there. Prior to this, he was an analyst specialising in the European Insurance sector at Citi and Lehman Brothers in London.