Money Makers: can technology stocks go higher still?
Ben Rogoff of Polar Capital answers that and many other tech-related questions
In the latest Money Makers podcast, our series of in-depth conversations with leading professional investors, Jonathan Davis talks at length to technology specialist Ben Rogoff, the lead manager of the Polar Capital Technology investment trust, which has given shareholders a total return of more than 200% over the last five years. With the likes of Amazon, Facebook, Apple and Netflix leading the markets higher, how much more is there still to come from these global IT stocks? Is there a danger of another TMT-style market crash or a regulatory kickback? And where are the most exciting prospects in other technology fields, such as gaming, robotics and artificial intelligence?
These podcasts are the latest in a series of free regular interviews with prominent figures in the investment world, brought to you by Money Makers. You can sign up here to be notified about the next podcasts in the series, which are free to air – or subscribe on iTunes and other podcast services. Jonathan Davis, the founder of Money Makers, is also the founder of Independent Investor, a sister publishing and newsletter business. An active professional investor, he is a Senior Adviser at Saunderson House, a Member of the Chartered Institute for Securities and Investments and the author of several books about professional investors. More details at www.independent-investor.com.
Ben joined Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc and is also joint manager of the Polar Capital Global Technology Fund. He has been a technology specialist for 21 years. Prior to joining Polar Capital he began his career in fund management at CMI, as a global technology analyst. He moved to Aberdeen Asset Managers in 1998 where he spent four years as a senior technology manager. Ben graduated from St Catherine’s College, Oxford in 1995.