Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019

Show Notes

This video can be seen at: https://www.piworld.co.uk/2019/06/27/polar-capital-technology-trust-pct-presentation-at-mello-trusts-funds-may-2019/

 

Polar Capital Technology Trust (PCT)
By Ben Rogoff, Investment Director, Technology

Introduction – 00:18
The team – 01:07
Investment framework – 02:32
Thematic investing: Hype v Reality – 05:10
Technology change: Little Chef – 07:28
Internet: new networks on unprecedented scale – 10:58
Digital disruption – 15:06
Artificial intelligence – 24:47
Autonomous vehicles – 26:11
Polar Capital Tech Trust: investment themes – 29:11
Smartphones / Apple – 34:06
Q&A – 35:29

Polar Capital Technology Trust plc is an investment trust. The investment objective of the Company is to maximize long-term capital growth through investing in a diversified portfolio of technology companies around the world. The Company’s investment portfolio includes a range of sectors, such as Internet software and services; semiconductors and semiconductor equipment; technology hardware, storage and peripherals; Internet and catalog retail; communications equipment; information technology (IT) services; electronic equipment, instruments and components; healthcare technology; diversified telecommunications services; aerospace and defense; media; healthcare equipment and supplies; household durables; chemicals; electrical equipment; wireless telecommunication services; automobiles, and life sciences tools and services. Its portfolio spans North America; Europe, and Asia and Pacific. Polar Capital LLP is the investment manager of the Company.

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