Technology
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The Polar Capital Global Technology Team

Polar Capital’s first portfolio was a technology investment trust managed by the company’s founders. Today, the technology team, headed by Nick Evans and Ben Rogoff, has grown to nine – one of the largest, most experienced sector investment teams in Europe – running two specialist open-ended funds (Automation & Artificial Intelligence and Global Technology) alongside the Polar Capital Technology Trust.

Total AUM (as at 28.08.2020)

2001

Established

148

Combined years of experience

9

Team members

None

Nick Evans

Partner
None

Ben Rogoff

Partner
None

Fatima Iu, CFA

Fund Manager
None

Xuesong Zhao, CFA

Fund Manager
None

Alastair Unwin, CFA

Fund Manager and Senior Analyst
None

Chris Wittstock

Senior Investment Analyst
None

Brad Reynolds

Investment Analyst
None

Paul Johnson

Investment Analyst
None

Nick Williams

Investment Analyst

Nick Evans

Nick joined Polar Capital in September 2007. He was appointed lead fund manager of the Global Technology Fund on 1 January 2008, and is also a fund manager on the Polar Capital Technology Trust and the Polar Capital Automation and Artificial Intelligence Fund.

Nick was previously head of technology at AXA Framlington where he was lead fund manager of the AXA Framlington Global Technology Fund and the AWF Framlington Global Technology Fund between August 2001 and July 2007. Both funds were rated five stars by S&P and received several S&P and Lipper performance awards. Nick graduated with a BSc (Hons) in Economics from University of Hull.

  • BSc (Hons) in Economics, University of Hull
  • ASIP, Institute of Investment Management and Research
  • 23 years
Source & Copyright: CITYWIRE. Nick Evans has been awarded a Plus rating by Citywire for his 3 year risk-adjusted performance for the period 31/07/2017 - 31/07/2020.

Ben Rogoff

Ben joined Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc and is a Fund Manager of the Polar Capital Global Technology Fund and Polar Capital Automation and Artificial Intelligence Fund.

Prior to joining Polar Capital, Ben began his career in fund management at CMI, as a global technology analyst. He moved to Aberdeen Asset Managers in 1998 where he spent four years as a senior technology manager.

  • BA in Modern History, University of Oxford
  • 25 years
Source & Copyright: CITYWIRE. Ben Rogoff has been awarded a Plus rating by Citywire for his 3 year risk-adjusted performance for the period 31/07/2017 - 31/07/2020.

Fatima Iu, CFA

Fatima joined Polar Capital in April 2006. She is a fund manager on the Polar Capital Technology Fund, Polar Capital Technology Trust and Polar Capital Automation and Artificial Intelligence Fund. She is responsible for the coverage of European Technology, Global Security, Networking, Clean Energy and Medical Technology.

Prior to joining Polar, Fatima spent 18 months working at Citigroup Asset Management with a focus on consumer products and pharmaceuticals.

  • MSc in Chemistry with Medicinal Chemistry, Imperial College of Science & Technology, London
  • CFA Charterholder
  • 14 years
Source & Copyright: CITYWIRE. Fatima Iu has been awarded a Plus rating by Citywire for her 3 year risk-adjusted performance for the period 31/07/2017 - 31/07/2020.

Xuesong Zhao, CFA

Xuesong joined Polar Capital in May 2012. He is a lead manager of the Polar Capital Automation and Artificial Intelligence Fund and is a Fund Manager on the Polar Capital Technology Trust and Polar Capital Global Technology Fund.

Prior to joining Polar Capital, he spent four years working as an investment analyst within the emerging markets & Asia team at Aviva Investors, where he was responsible for the technology, media and telecom sectors. Prior to that, he worked as a quantitative analyst and risk manager for the emerging market debt team at Pictet Asset Management. He started his career as a financial engineer at Algorithmics, now owned by IBM, in 2005.

  • BA in Economics, Peking UniversityMSc in Finance, Imperial College of Science & Technology
  • CFA Charterholder
  • 13 years
Source & Copyright: CITYWIRE. Xuesong Zhao has been awarded a Plus rating by Citywire for his 3 year risk-adjusted performance for the period 31/07/2017 - 31/07/2020.

Alastair Unwin, CFA

Alastair joined Polar Capital in June 2019 as a Fund Manager and Senior Analyst. Prior to joining Polar Capital, Alastair co-managed the Arbrook American Equities Fund. Between 2014 and 2018 he launched and then managed the Neptune Global Technology Fund and managed the Neptune US Opportunities Fund. Prior to Neptune, Alastair was a technology analyst at Herald Investment Management.

  • BA (1st Class Hons) in History, University of Cambridge
  • CFA Charterholder
  • 9 years

Chris Wittstock

Chris joined Polar Capital in July 2017 as a senior technology analyst based in the US.

Prior to joining, Chris led the International research sales effort at Pacific Crest, a technology investment bank that was ultimately acquired by KeyBanc Capital in 2014. Prior to joining Pacific Crest in 2004, Chris led International sales at Schwab SoundView, the successor company to Soundview Technology Group where he was since 1996.

  • BASc in Industrial Engineering, University of Toronto
  • 36 years

Brad Reynolds

Brad joined Polar Capital in October 2011 as an analyst and trader working as part of the European Market Neutral team with a focus on media and internet. In 2014, he joined the Technology team as an investment analyst.

Prior to joining Polar Capital, Brad worked at Ratio Asset Management as an analyst and trader, and from 2007 to 2011 he worked at F&C as a hedge fund analyst. Brad started his career in 2001 at Gartmore Investment Management working within the hedge fund team.

  • BA (Hons) in Business Studies, University of Hertfordshire
  • Passed CFA Level I
  • 13 years

Paul Johnson

Paul joined Polar Capital in March 2012 as an investment analyst on the Polar Capital Technology team.

Prior to joining Polar Capital, Paul helped manage a private investment fund between 2010 and 2012. Paul is responsible for a number of thematic areas, including game software and automotive technologies. 

  • BA in History and Politics, Keele UniversityMA in History, Keele University
  • Passed CFA Level III
  • 8 years

Nick Williams

Nick joined Polar Capital in June 2019 as an analyst on the Polar Capital Technology team. Prior to joining Polar Capital, Nick worked at Neptune Investment Management as the Assistant Fund Manager on the US Opportunities growth fund. Prior to that he worked in academia at the University of Oxford.

  • MChem in Chemistry, University of Oxford
  • Passed CFA Level 1
  • 5 years

Funds managed by the Global Technology Team

i

Automation & Artificial Intelligence Fund

Launch date06.10.2017
AUM
9Team size

Automation & Artificial Intelligence Fund

The Fund’s investment objective is to achieve long term capital appreciation by primarily investing in a diversified portfolio of global equity securities which may be listed or traded on a Regulated Market.
i

Global Technology Fund

Launch date19.10.2001
AUM
9Team size

Global Technology Fund

The Fund aims to achieve long-term capital appreciation through investing in a globally-diversified portfolio of technology companies.
i

Polar Capital Technology Trust plc

Launch date16.12.1996
AUM
9Team size

Polar Capital Technology Trust plc

The Company aims to maximise long-term capital growth through investing in a diversified portfolio of technology companies around the world.