Polar Capital Technology (ticker: PCT) began trading in 1996 as a roll-over vehicle for TR Technology Trust. It was initially called Henderson Technology but in late 2000 its managers left Henderson to set up a new company called Polar Capital. The trust stuck with them and appointed Polar Capital as its new management firm. Ben Rogoff, PCT's current lead manager, joined Polar Capital in 2003 and has been responsible for running its portfolio since 2006. PCT's shares are currently around 1,900p, representing an annualised gain of 12% since its IPO, although they have fallen from a peak of arou...
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Jonathan Davis, editor of the Investment Trusts Handbook, talks to Ben Rogoff, lead manager of the Polar Capital Technology Trust (ticker: PCT) since 2006. In a 35 minute Q and A we discuss the sharp sell off in the technology sector, how that will be affected by interest rates and other macro factors, why he is still holding an above average amount of cash in the portfolio, and the outlook for some of the biggest names in the tech sector, including Apple, Amazon, Tesla, Google, Meta (Facebook) and Netflix. The trust currently trades on a discount of around 7% and has a market cap of £2.7 bil...
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Jonathan Davis The markets are quiet so it is a good time to catch up on some reading and wider research. The notebook therefore is in diary format this week, highlighting a small sample of the things that caught my eye. Stuart Watson has added an interesting profile of Montanaro European Smaller Companies. The Q and A this week is with Alex O'Cinneide, CEO of the investment firm that manages Gore Street Energy Storage, one of two trusts that have recently raised big sums from investors to support their entry into this important sub-sector of the energy transition theme. (Disclosure: I recentl...
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