reports
- Richard Williams
Polar Capital Technology – At the foothills of an AI mountain
Over the past year, Polar Capital Technology (PCT) has strongly outperformed its benchmark, with its NAV total return nearly double that of the Dow Jones Global Tech Index. This reflects the success of its bold AI-focused strategy, where it has taken large positions in lesser-known companies expected to benefit from AI infrastructure bottlenecks, while selling those it sees as less promising. This approach has driven strong returns recently and helped PCT avoid losses as markets reacted to pl...
- Richard Williams
Polar Capital Technology – At the foothills of an AI mountain
Over the past 12 months, Polar Capital Technology (PCT) has posted stunning outperformance of its benchmark, with its NAV total return almost doubling that of the Dow Jones Global Tech Index. The results highlight the payoff from its maximalist strategy in AI. It has taken comparatively outsized positions in seemingly obscure names that it believes will benefit from bottlenecks in the AI infrastructure supply chain, and dumped others that it considers to be on the wrong side of the trade. Thi...
Hardman Talks Video | Polar Capital Technology Trust Interview
Hardman & Co Research Hardman Talks Video | Polar Capital Technology Trust Interview 11-Nov-2024 / 13:10 GMT/BST The issuer is solely responsible for the content of this announcement. Hardman Talks Video | Polar Capital Technology Trust Interview In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, talks to Alastair Unwin, Deputy Manager of Polar Capital Technology Trust. Despite the explosion of coverage and interest in the technology sector at the moment, Polar Capital Technology Trust is one of just three investment companies specialising in the space, and by far the la...
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