Forum Funds - Polaris Global Value Fund 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The strongest recent period was 2025-09-30 (13.49% strategy return, 1.46% benchmark, 12.03% excess, 12.24% turnover), while the weakest was 2025-03-31 (2.55% strategy return, 9.22% benchmark, -6.67% excess, 19.58% turnover). Those periods should be read alongside baseline metrics of return 10.34%, alpha -0.67%, beta 0.83, Sharpe 0.66, Sortino 0.82, and max drawdown -38.00% to judge whether returns came from persistent exposure or a narrow timing window.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by UTHR (United Therapeutics Corporation) 5.90%, GILD (Gilead Sciences, Inc.) 3.97%, and BPOP (Popular, Inc.) 3.92%, with sector exposure of Financials 29.54%, Health Care 27.34%, and Consumer Discretionary 7.39%. The baseline metrics show return 10.34%, alpha -0.67%, beta 0.83, Sharpe 0.66, Sortino 0.82, and max drawdown -38.00%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.
Concentration is the first item to inspect: top 5 21.47%, top 10 39.13%, top 20 69.61%. The largest names are UTHR (United Therapeutics Corporation) 5.90%, GILD (Gilead Sciences, Inc.) 3.97%, BPOP (Popular, Inc.) 3.92%, JPM 3.87%, and LNTH (Lantheus Holdings, Inc.) 3.81%, and the largest sector exposures are Financials 29.54%, Health Care 27.34%, and Consumer Discretionary 7.39%. If those exposures reverse, baseline performance can diverge sharply from a broad index.