RCS - Polar Cap Tech Tst - Update from QuotedData

Polar Capital Technology TrustAnnouncement

15/08/2025 16:15

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RNS Number : 5931V  Polar Capital Technology Trust PLC  15 August 2025

Polar Capital Technology - Update from QuotedData

14(th) August 2025

AI of the tiger

Polar Capital Technology's (PCT's) underweight positions in Apple and Alphabet
have paid off handsomely in recent months - with the share price of both
stalling on fears of their vulnerability in the artificial intelligence (AI)
race. This points to the increasingly evident merits of an active approach to
investing in AI. History suggests that not only will incumbents fall by the
wayside and new entrants emerge as AI innovation explodes, but the sector will
experience bouts of volatility, with inevitable bumps along the road. What
seems certain is the all-encompassing potential of AI to change the world. In
this context, backing a manager with the requisite skillset and experience
seems of paramount importance.

In our view, PCT is the premier manager for the job, with one of the largest
teams dedicated to the sector in Europe and the conviction of its investment
philosophy. As the appeal of PCT's active approach is recognised (having
comprehensively outperformed its Dow Jones Global Technology benchmark over
the past 12 months), this should manifest in a tighter share price discount to
net asset value (NAV)

Full Research:

https://quoteddata.com/research/polar-capital-technology-ai-of-the-tiger-qd/
(https://quoteddata.com/research/polar-capital-technology-ai-of-the-tiger-qd/)

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NB: Marten & Co was paid to produce this note Polar Capital Technology
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encourage the reader to deal in the security or securities mentioned in this
report. Please read the important information at the back of this note.
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