RCS - Polar Cap Tech Tst - Annual Overview from QuotedData

Polar Capital Technology TrustAnnouncement

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RNS Number : 5927U  Polar Capital Technology Trust PLC  26 February 2026

 

Polar Capital Technology - Annual Overview from QuotedData

26 February 2026

At the foothills of an AI mountain

Over the past year, Polar Capital Technology (PCT) has strongly outperformed
its benchmark (https://quoteddata.com/glossary/benchmark/) , with its NAV
total return (https://quoteddata.com/glossary/nav-total-return-per-share/)
nearly double that of the Dow Jones Global Tech Index
(https://quoteddata.com/glossary/index/) . This reflects the success of its
bold AI-focused strategy, where it has taken large positions in lesser-known
companies expected to benefit from AI infrastructure bottlenecks, while
selling those it sees as less promising.

This approach has driven strong returns recently and helped PCT avoid losses
as markets reacted to plans for increased spending during 2026 by major US
tech firms. While debate continues over whether the sector is in a bubble,
PCT's manager believes we are still at the early stages of AI growth,
supported by rapid innovation such as Alphabet's Gemini 3 launch and rising
enterprise adoption, which is expected to accelerate with agentic AI (AI that
can run autonomously with little human input and can act like a proactive
assistant, planning, reasoning and taking multi-step actions to achieve
complex goals).

Full Research:

https://quoteddata.com/research/polar-capital-technology-at-the-foothills-of-an-ai-mountain-qd/
(https://quoteddata.com/research/polar-capital-technology-at-the-foothills-of-an-ai-mountain-qd/)

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(http://www.quoteddata.com) where you will also find news, performance data
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