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Global Technology

Your future; our research; shared technology 2025

09 Jun 2025
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Who are the real AI winners?

Nick Evans attributes strong strategy performance to high-conviction positioning in AI infrastructure and a deliberate move away from areas the team believes are vulnerable to disruption, such as software and mega-cap tech.
Nick Evans
26 Jan 2026
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The Cognition Era: Implications for Software and Information Services

The Polar Capital Global Technology Team believes that in a market where AI is reshaping cost structures, competitive moats and terminal values, portfolio construction increasingly depends on understanding which parts of the technology stack are being disrupted by AI, rather than reinforced.
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