SpareBank 1 Sør-Norge ASA

• Polaris Capital Management Third Quarter 2026 International Equity Composite Commentary ↗ Polaris International Equity Composite made no purchases or sales, backing resilient cash-generative businesses as higher rates and fiscal deficits threaten concentrated, AI-led equity markets. It discusses financials supported by widening lending margins and memory-chip holdings SK hynix and Samsung amid AI-spending doubts despite strengthening fundamentals. Third Quarter 2026 DNBBF $48BMUFG $253BSB1NO +4
• Polaris Capital Management Third Quarter 2026 Global Equity Composite Commentary ↗ Polaris reduced Gilead Sciences and exited Webster Financial after its acquisition, then added Genpact and Regeneron for technology growth and durable biotech cash flows. The portfolio favors selectively priced, cash-generative businesses while maintaining an underweight U.S. allocation amid rising-rate, fiscal-risk and concentrated AI-valuation concerns. Third Quarter 2026 ADBE $99BBABA $254BBKNG $117B +13

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