POLAR CAPITAL HOLDINGS PLC (POLR)

I attended the Annual General Meeting of Polar Capital Technology Trust Plc (PCT) yesterday. This is an investment trust which invests in a wide range of worldwide technology companies – as a result it has a lot of the major IT companies in its portfolio. So it holds Apple, Microsoft, Google, IBM, Intel, Oracle, SAP, ARM, Samsung, and lots of others. The fund is managed by Polar Capital LLP as the fund manager, with the individual concerned being Ben Rogoff. One reason ...