Polar Cap Gbl Regulatory News (PCFT)

Polar Capital Global Financials - Update from QuotedData

23rd May 2025

An entry as well as an exit opportunity

The financials sector is too big to ignore, yet too complex for most investors to cover effectively. Fortunately, Polar Capital Global Financials Trust (PCFT) makes an ideal subcontract. Its attractions are amplified by its structure, which provides shareholders with regular exit opportunities, one of which is on the table now. It is a chance for institutional investors to buy stock in size too, and we think there are good reasons to do so.

The financials sector is in good shape, having had a run of good performance (outperforming the broader market in four of the last five years). Importantly, those returns have been driven by earnings growth rather than valuation multiple expansion, which means that the sector still looks cheap relative to history and the wider market. In addition, it looks as though that earnings growth could persist; perhaps even accelerate. PCFT has beaten its benchmark over the last five years, and we would back it to do so again over the next five years.

Full Research:

https://quoteddata.com/research/polar-capital-global-financials-an-entry-as-well-as-an-exit-opportunity-qd/

This research is also available free on our website www.quoteddata.com where you will also find news, performance data and factsheets on every London listed Investment Company. QuotedData writes and distributes research on a number of quoted companies, facilitates meetings between those companies and existing and potential investors and assists in raising additional capital where required.

NB: Marten & Co was paid to produce this note Polar Capital Global Financials Trust Plc, and it is for information purposes only. It is not intended to encourage the reader to deal in the security or securities mentioned in this report. Please read the important information at the back of this note. QuotedData is a trading name of Marten & Co Limited which is authorised and regulated by the Financial Conduct Authority. Marten & Co is not permitted to provide investment advice to individual investors categorised as Retail Clients under the rules of the Financial Conduct Authority.

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