In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, talks to Alastair Unwin, Deputy Manager of Polar Capital Technology Trust. Despite the explosion of coverage and interest in the technology sector at the moment, Polar Capital Technology Trust is one of just three investment companies specialising in the space, and by far the largest by market cap.
Alastair discusses the universe of stocks in which the trust can invest, the process of choosing individual holdings and the themes informing their choices. Not only does the trust provide investors with an exposure to a spread of technology companies globally, but the trust’s shares trade at a discount of nearly 13% to the net asset value of the underlying holdings.
Watch the interview now to find out more.
Alastair Unwin is the Deputy Manager on the Polar Capital Technology Trust Investment Team. He joined Polar Capital in June 2019 as a Fund Manager. Prior to joining Polar Capital, Alastair co-managed the Arbrook American Equities Fund. Between 2014 and 2018 he launched and then managed the Neptune Global Technology Fund and managed the Neptune US Opportunities Fund. Prior to Neptune, Alastair was a technology analyst at Herald Investment Management. He holds a BA (1st Class Hons) in History from the University of Cambridge.
