Polar Capital Competition

Funds . UK . 
Fund . Polar Capital Funds
0P0000XSLC   352.97  2.49  0.70%   
  
Hype
Prediction
LowEstimatedHigh
354.64355.46356.28
Details
Intrinsic
Valuation
LowRealHigh
319.09319.91391.01
Details
Naive
Forecast
LowNextHigh
355.05355.87356.69
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
347.62353.54359.45
Details

Polar Capital Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Polar Capital and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Polar and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Polar Capital Funds does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
0P0001PGKH
+ 0.83
0P0000XSLC
0AAU
+ 0.8
0P0001PGKH
0A9G
+ 0.75
0R8Q
FVUB
+ 0.7
0R8Q
0AAU
+ 0.68
0P0000XSLC
0R8Q
+ 0.64
0P0001PY0U
  
High negative correlations   
0R8Q
- 0.89
0P0001PGKH
0A9G
- 0.84
0AAU
FVUB
- 0.76
0P0001PGKH
0AAU
- 0.75
FVUB
0A9G
- 0.75
0P0001PGKH
0AAU
- 0.74
0R8Q

Risk-Adjusted Indicators

There is a big difference between Polar Fund performing well and Polar Capital Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Polar Capital's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
0P0000XSLC  0.60  0.07  0.06  0.30  0.62 
(0.69)
 1.48 
(1.31)
 4.10 
0P0001PGKH  0.68  0.18  0.15  0.33  0.80 
(0.71)
 1.30 
(1.46)
 6.36 
0P0001PY0U  0.56 (0.03) 0.00  3.19  0.00 
 0.00 
 1.00 
(1.06)
 3.24 
SAN  0.11 (0.01) 0.00  0.34  0.00 
 0.00 
 0.22 
(0.32)
 2.92 
0R8Q  1.20 (0.48) 0.00 (0.94) 0.00 
 0.00 
 1.69 
(2.39)
 14.57 
FVUB  1.03 (0.21) 0.00 (0.42) 0.00 
 0.00 
 1.78 
(2.31)
 7.32 
0AAU  1.72  0.39  0.18  27.90  1.47 
(2.58)
 3.93 
(3.08)
 17.69 
0A9G  3.20 (0.35) 0.00  0.52  0.00 
 0.00 
 6.00 
(10.58)
 18.42 
IGSU  0.45 (0.04) 0.00 (0.25) 0.00 
 0.00 
 0.77 
(1.02)
 3.49 
AGRU  0.45  0.05  0.04 (0.66) 0.47 
(0.51)
 0.86 
(0.87)
 3.37 
All Fundamental Data

Polar Capital Competitive Analysis

The better you understand Polar Capital competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Polar Capital's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Polar Capital's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
0P0000XSLC 0P0001PGKH 0P0001PY0U SAN 0R8Q FVUB 0AAU 0A9G IGSU AGRU
 0.70 
 352.97 
Polar
 0.29 
 378.59 
Sanlam
 1.45 
 1,213 
Amundi
 0.26 
 155.50 
SANTANDER
 0.24 
 33.23 
Coor
 0.18 
 16.61 
Franklin
 0.45 
 158.98 
Surgical
 10.96 
 3.17 
Mereo
 0.22 
 73.40 
IShares
 0.00 
 177.64 
ETC
Market Volatility
(90 Days Market Risk)
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Very steady
Risky
Very steady
Very steady
Market Performance
(90 Days Performance)
OK
Solid
Very Weak
Very Weak
Very Weak
Very Weak
Good
Very Weak
Very Weak
Insignificant
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
Low
Low
Low
Low
Low
Low
Quite High
Low
About Average
Current Valuation
(Equity Enterprise Value)
Over Valued
Under Valued
Fairly Valued
Fairly Valued
Over Valued
Under Valued
Over Valued
Over Valued
Fairly Valued
Over Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Not Available
Trade Advice
(90 Days Macroaxis Advice)
Buy
Strong Buy
Sell
Sell
Hold
Hold
Strong Hold
Strong Sell
Cautious Hold
Strong Sell
Net Asset
N/A
N/A
N/A
275.45 B
N/A
N/A
N/A
N/A
N/A
N/A
Profit Margin
N/A
N/A
N/A
N/A
0.0135
N/A
0.24
N/A
N/A
N/A
EBITDA
N/A
N/A
N/A
N/A
658 M
N/A
179.07 M
(37.48 M)
N/A
N/A
Operating Margin
N/A
N/A
N/A
N/A
0.0248
N/A
0.15
-38.07
N/A
N/A
Current Valuation
N/A
N/A
N/A
N/A
5.51 B
N/A
6.32 B
2.53 B
N/A
N/A
Retained Earnings
N/A
N/A
N/A
4.29 B
(5.07 B)
N/A
273.79 M
(331.16 M)
N/A
N/A
Five Year Return
N/A
N/A
N/A
N/A
N/A
-5.2
N/A
N/A
10.6
N/A
One Year Return
N/A
N/A
N/A
N/A
N/A
-24.2
N/A
N/A
13.5
N/A
Beta
N/A
0.87
N/A
N/A
1.24
N/A
0.97
0.97
1.0
N/A
Number Of Employees
N/A
N/A
N/A
N/A
10.61 K
N/A
265
33
N/A
N/A
Three Year Return
N/A
N/A
N/A
N/A
N/A
4.4
N/A
N/A
7.9
N/A
Cash Flow From Operations
N/A
N/A
N/A
(1.13 B)
676 M
N/A
N/A
(38.82 M)
N/A
N/A
Annual Yield
N/A
N/A
N/A
N/A
6.0E-4
N/A
N/A
N/A
N/A
N/A
Total Debt
N/A
N/A
N/A
4.29 B
N/A
N/A
N/A
N/A
N/A
N/A
Return On Equity
N/A
N/A
N/A
N/A
0.1
N/A
0.0436
-0.74
N/A
N/A
Return On Asset
N/A
N/A
N/A
N/A
0.0436
N/A
0.0195
-0.31
N/A
N/A
Book Value Per Share
N/A
N/A
N/A
N/A
15.5
N/A
85.16
0.47
N/A
N/A
Total Asset
N/A
N/A
N/A
275.45 B
N/A
N/A
N/A
N/A
N/A
N/A
Last Dividend Paid
N/A
N/A
N/A
N/A
2.4
N/A
N/A
N/A
N/A
N/A
Target Price
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.38
N/A
N/A
Shares Owned By Institutions
N/A
N/A
N/A
N/A
68.97
N/A
54.7
70.58
N/A
N/A
Market Capitalization
N/A
N/A
N/A
N/A
7.59 B
N/A
N/A
N/A
N/A
N/A
Net Income
N/A
N/A
N/A
1.54 B
155 M
N/A
233.97 M
(34.2 M)
N/A
N/A
Earnings Per Share
N/A
N/A
N/A
N/A
N/A
N/A
2.19
-0.28
N/A
N/A
Shares Owned By Insiders
N/A
N/A
N/A
N/A
2.1
N/A
25.73
1.02
N/A
N/A
Revenue
N/A
N/A
N/A
5.1 B
12.53 B
N/A
838.25 M
1000 K
N/A
N/A
Ten Year Return
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
11.1
N/A
Gross Profit
N/A
N/A
N/A
N/A
1.24 B
N/A
531.52 M
936 K
N/A
N/A
Day Typical Price
352.97
378.59
1212.9
155.5
42.5
16.68
158.25
3.21
73.03
177.64
Accumulation Distribution
N/A
N/A
N/A
N/A
0.46
11.44
156.34
0.0512
0.015
N/A
Market Facilitation Index
N/A
N/A
N/A
N/A
27.82
2.0E-4
2.0E-4
0.17
1.1
N/A
Daily Balance Of Power
(9,223,372,036,855)
9.2 T
9.2 T
(9,223,372,036,855)
(0)
(0.14)
0.3257
(2.29)
0.1455
0.0
Period Momentum Indicator
(2.49)
1.11
17.36
(0.40)
(0.08)
(0.03)
0.71
(0.39)
0.16
N/A
Rate Of Daily Change
0.99
1.0
1.01
1.0
1.0
1.0
1.0
0.89
1.0
1.0
Day Median Price
352.97
378.59
1212.9
155.5
47.14
16.72
157.89
3.24
72.85
177.64
Price Action Indicator
(1.24)
0.55
8.68
(0.20)
(13.95)
(0.12)
1.44
(0.26)
0.63
N/A
Relative Strength Index
56.04
64.88
50.4
41.54
38.15
37.96
69.47
43.08
48.32
56.94
Coefficient Of Variation
983.38
472.35
(2,891)
(6,589)
(446.58)
(706.47)
684.35
(1,198)
(2,160)
1080.41
Mean Deviation
0.5953
0.6831
0.5596
0.1073
1.2
1.03
1.72
3.2
0.4495
0.4526
Jensen Alpha
0.0672
0.1815
(0.03)
(0.01)
(0.48)
(0.21)
0.3931
(0.35)
(0.04)
0.0472
Total Risk Alpha
0.0498
0.1677
(0.05)
(0.02)
(0.53)
(0.23)
0.3161
(0.49)
(0.06)
0.0288
Sortino Ratio
0.0645
0.155
N/A
N/A
N/A
N/A
0.1846
N/A
N/A
0.0351
Downside Variance
0.6097
1.24
N/A
N/A
N/A
N/A
4.04
N/A
N/A
0.4463
Standard Deviation
0.8121
0.9673
0.6974
0.2927
2.05
1.31
2.76
4.28
0.6129
0.6009
Kurtosis
0.6318
2.72
0.0893
18.39
20.77
1.11
10.68
0.6879
2.43
0.8262
Potential Upside
1.48
1.3
1.0
0.2231
1.69
1.78
3.93
6.0
0.7705
0.8572
Treynor Ratio
0.301
0.3257
3.19
0.343
(0.94)
(0.42)
27.9
0.5201
(0.25)
(0.66)
Maximum Drawdown
4.1
6.36
3.24
2.92
14.57
7.32
17.69
18.42
3.49
3.37
Variance
0.6594
0.9356
0.4863
0.0857
4.2
1.73
7.62
18.33
0.3757
0.3611
Market Risk Adjusted Performance
0.311
0.3357
3.2
0.353
(0.93)
(0.41)
27.91
0.5301
(0.24)
(0.65)
Risk Adjusted Performance
0.0808
0.1695
(0.03)
(0.03)
(0.17)
(0.11)
0.1229
(0.06)
(0.04)
0.0701
Skewness
0.2384
(0.17)
(0.36)
0.1802
(3.51)
(0.63)
2.37
(0.84)
(1.10)
0.2362
Semi Deviation
0.6242
0.8041
N/A
N/A
N/A
N/A
1.47
N/A
N/A
0.4726
Information Ratio
0.0621
0.1784
(0.08)
(0.13)
(0.24)
(0.17)
0.1345
(0.09)
(0.1)
0.039
Value At Risk
(1.31)
(1.46)
(1.06)
(0.32)
(2.39)
(2.31)
(3.08)
(10.58)
(1.02)
(0.87)
Expected Short fall
(0.69)
(0.71)
N/A
N/A
N/A
N/A
(2.58)
N/A
N/A
(0.51)
Downside Deviation
0.7808
1.11
N/A
N/A
N/A
N/A
2.01
N/A
N/A
0.6681
Semi Variance
0.3896
0.6466
N/A
N/A
N/A
N/A
2.16
N/A
N/A
0.2234

Polar Capital Competition Performance Charts

Five steps to successful analysis of Polar Capital Competition

Polar Capital's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Polar Capital Funds in relation to its competition. Polar Capital's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Polar Capital in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Polar Capital's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Polar Capital Funds, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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Restaraunts Hotels Motels
Restaraunts Hotels Motels Theme
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Other Information on Investing in Polar Fund

Polar Capital financial ratios help investors to determine whether Polar Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Polar with respect to the benefits of owning Polar Capital security.
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