Since its launch in 2013, the Polar Capital Global Financials Trust has aimed to give investors access to one of the largest and most diverse global sectors – financials. Chairman of the Board Simon Cordery and Fund Manager Nick Brind provide an overview of the Trust, discussing its history, performance, investment process, and the team behind it.
They explain how the Trust offers exposure to a wide range of high-quality businesses across banking, payments, insurance, asset management, and exchanges. With a highly experienced team and a global mandate, they believe the Trust is well positioned to capture opportunities across an evolving financial landscape.
Nick joined Polar Capital following the acquisition of HIM Capital in September 2010, and is co-manager of Polar Capital Global Financial Trust and lead manager of the Polar Capital Financial Credit Fund. He has investment experience across a wide range of asset classes but since 2003 has focused on global financials.
Before joining HIM Capital, Nick worked at New Star Asset Management. While there, he managed the New Star Financial Opportunities Fund, a high-income financials fund investing in the equity and fixed-income securities of European financials companies. Previous to that, he worked at Exeter Asset Management and Capel-Cure Myers.
Simon Cordery
Appointed to the Board on 1 July 2019 and as Chairman on 30 March 2023. Simon also Chairs the Nomination and Remuneration Committees and is a member of the Audit and Management Engagement Committees.
Experience Simon has over 40 years’ experience working within financial services of which nearly 30 years have been focused on the wealth management industry. Most recently he was Head of Investor Relations and Sales at BMO Global Asset Management, where he spent almost 25 years in senior roles, and previously he held roles with Invesco Fund Managers, Jefferies & Co, Kleinwort Benson Securities and Rea Bros Merchant Bank. Simon has considerable and detailed knowledge of the investment trust industry and remains actively involved with the AIC.
