Investing growth and declines | 6% dividend yield | Defence winner
Shares in one of our Bonkers Bargain opportunities soared on an encouraging trading update but a specialist fund manager continues to suffer significant outflows from its funds. Another fund management group clearly has a more attractive offering, which is drawing in new money, while an automotive engineer has plenty to do in the second half. Read on here for our usual forthright views on this and other small cap news.
Polar Capital: impressive growth in difficult times Polar Capital Holdings (AIM:POLR), the specialist active asset management group, reported impressive growth in its Assets under Management ("AuM") for the quarter to the end of March 2026. AuM climbed 8% to £30.6bn from the end of December 2025 supported by net inflows of £1.4bn, fund performance and market movements of £0.8bn, offset by fund closures of just £13m. For its full financial year to the end of March 2026 AuM increased an impressive 43% to £30.6bn. Flows during the quarter were broad-based, with several of their investment teams generating net inflows, led…