Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
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Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
In this episode we speak to Robbie Robertson. Robbie is on the Board of Personal Assets Trust and spent a nearly 40-year career in the investment trust industry. We discuss the evolution of the investment trust industry, the advantages of a closed-end structure and the role Personal Assets Trust can play in a portfolio. Show notes: [01:28] A different world [03:17] Observations from a career in the investment trust industry [06:42] Characteristics of...
Far From The Finishing Post
Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
