On the 2nd September I attend the Annual General Meeting of Polar Capital Technology Plc, an investment trust that invests in global technology companies. So it holds a lot of the major IT companies. For example it’s top holdings, in descending order of size, are Google, Apple, Microsoft, Qualcomm, IBM, Cisco, Salesforce.com, Intel, Texas Instruments, Amazon, Facebook, Oracle, Adobe etc.
Performance last year was very much in line with the index it uses as a benchmark (Dow Jones World Technology) which managed ...