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Asset TV has exclusive access to many of the world’s leading investors and enjoys VIP privileges to film on the bustling floor of the New York Stock Exchange, providing an unparalleled opportunity to gauge the pulse of world markets.

Asset TV has exclusive access to many of the world’s leading investors and enjoys VIP privileges to film on the bustling floor of the New York Stock Exchange, providing an unparalleled opportunity to gauge the pulse of world markets.

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Funds in Focus | Polar Capital Global Technology Fund

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Learning: Unstructured

Launched in 2001 as the TMT bubble was collapsing, this fund has produced impressive long-term returns. We look at the team behind the portfolio, the performance fee structure and analyse how the managers tilt their holdings in the face of headwinds and tailwinds for the sector. Giving their insights are:

  • Ben Gutteridge, Director of Model Portfolio Services, Invesco
  • Nathan Sweeney, Deputy CIO - Multi-Asset, Marlborough
  • Matt Strachan, CIO, Thorntons Investment Management

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Invesco
Marlborough Investment Management
Thorntons Investments