Shinhan Financial Group CO LTD

• Polaris Capital Management First Quarter 2026 International Equity Composite Commentary ↗ Polaris International Equity Composite sold Methanex after its valuation target and exited Capgemini as outsourcing risks weakened its thesis, while adding Ryanair after an oil-led selloff. It favored fertilizer, energy and financial holdings amid Hormuz-driven disruptions, and argues Ryanair's costs and fuel hedges support share gains. The strategy sees international diversification gaining appeal as U.S. concentration risks rise. First Quarter 2026 MEOH $4.8BRYAAY $27B

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