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The Magnificent 7 and positioning for a market broadening

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Learning: Unstructured

Nick Evans, Partner on the Polar Capital Global Technology Team, looks at whether the ‘Magnificent 7’ is shifting to a ‘Fab 4’ as the market begins to evaluate their growth prospects and how well they are positioned for AI. He explains why the market could broaden soon and discusses how this is reflected in the team’s portfolios. 

Nick also explores the team’s process, where each stock is now examined through an ‘AI lens’ and explains how the team are very well placed to capitalise on a market broadening due to their active, growth centric approach and large base of knowledge around AI.