‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology

Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent Seven’ became everyday terms. And deputy manager Ali Unwin has been part of that story since 2021, helping investors access the best and brightest, and yet-to-be-discovered names in the tech world.

Val Cipriani sits down with Ali to discuss the fund’s approach in the changing AI space, how to go find the right companies when traditional ways to value stocks are stretched, a world beyond the likes of Nvidia, and plenty more.

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