Event

Global Insurance Webcast

Join Polar Capital Global Insurance Fund Managers Nick Martin and Dominic Evans as they reflect on a strong year for the Fund’s (re)insurance holdings driven by attractive levels of book value growth and discuss why they remain optimistic about the outlook for the sector. They will explore how companies in the portfolio are continuing to deliver premium growth and strong underwriting margins, while also increasingly returning capital to shareholders through rising dividends and share buybacks adding to their defensive characteristics in more challenging markets. The Managers will also discuss the increasing complexity of risk which is continuing to drive further demand for specialty insurance solutions, an area where the Fund is particularly well positioned. In a year where we have seen the highest Wildfire losses in history, climate risk is front of mind, and the Managers will provide investors with further insight into how they evaluate climate risks at both a Fund and company level to ensure the Fund’s book value growth remains resilient even in more active catastrophe years.