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Vantage: Delving into AI with Polar Capital’s Alastair Unwin

Vantage: Delving into AI with Polar Capital’s Alastair Unwin

Edison’s Neil Shah met with Alastair Unwin, deputy portfolio manager of the UK 250 Polar Capital Technology Trust (PCT.L, market cap £2.95bn). In this interview, Alastair reflects on the technology sector’s performance in 2023, which surprised many after a difficult 2022. The economy outperformed expectations, companies benefitted from margin improvements due to 2022 cost cuts and AI emerged as a dominant market theme. We delve into AI and how Polar Capital pivoted its portfolio over the last nine months to increase exposure across the AI stack. We also learn from Polar Capital’s insights from running a dedicated AI fund for the past six years. Companies discussed include NVIDIA (NVDA.O, market cap $1.14bn), Meta Platforms (META.O, market cap $816bn), Microsoft (MSFT.O, market cap $2,765bn), Adobe (ADBE.O, market cap $271bn) and RELX (REL.L, market cap £57bn).

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