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

from PIWORLD Investor Podcasts · host piworld

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.

What this episode covers

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 – 00:18The team – 01:07Investment framework – 02:32Thematic investing: Hype v Reality – 05:10Technology change: Little Chef – 07:28Internet: new networks on unprecedented scale – 10:58Digital disruption – 15:06Artificial intelligence – 24:47Autonomous vehicles – 26:11Polar Capital Tech Trust: investment themes – 29:11Smartphones / Apple – 34:06Q&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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Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019

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