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Alastair Unwin

Deputy Manager, Polar Capital Technology Trust; Partner, Polar Capital, Polar Capital Technology Trust

Verified interview transcripts, podcast appearances, and direct quotes from Alastair Unwin, Deputy Manager, Polar Capital Technology Trust; Partner, Polar Capital at Polar Capital Technology Trust. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • Far From The Finishing Post | Investing in an AI-first World | Alastair Unwin, Polar Capital

    August 05, 2026 · 📺 Troy Asset Management

    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. Capital is at risk. The value of investments, and the income from them, may go down as well as up, and you may receive back less than you invested. Past performance is not a guide to future results, and the products or services mentioned may not be suitable for all investors. Not…

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  • ‘Bottlenecks are the best way to benefit from AI’: Ali Unwin of Polar Capital Technology

    June 02, 2026 · 📺 Investors' Chronicle

    Polar Capital Technology Trust (PCT) is one of the most popular and best-performing tech-focused funds available to DIY investors, having built up its record and fan base long before the likes of AI and ‘Magnificent Seven’ became everyday terms. And deputy manager Ali Unwin has been part of that story since 2021, helping investors access the best and brightest, and yet-to-be-discovered names in the tech world. Val Cipriani sits down with Ali to discuss the fund’s approach in the changing AI space, how to go find the right companies when traditional ways to value stocks are stretched, a world…

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  • Fund Ideas for your ISA webinar: Polar Capital Technology Trust

    March 26, 2025 · 📺 AJ Bell

    Alastair Unwin, Deputy Fund Manager, gives an introduction to the Polar Capital Technology Trust and its focus on AI's transformative potential along with its investment strategy, and market opportunities.

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  • Hardman Talks | Broad technology exposure at a discount - Polar Capital Technology Trust

    November 11, 2024 · 📺 Hardman & Co

    In this Hardman Talks Keith Hiscock, CEO of Hardman & Co, talks to Alastair Unwin, Deputy Manager of Polar Capital Technology Trust. Despite the explosion of coverage and interest in the technology sector at the moment, the Polar Capital Technology Trust is one of just three investment companies specialising in the space, and by far the largest by market cap. Alastair discusses the universe of stocks in which the trust can invest, the process of choosing individual holdings and the themes informing their choices. Not only does the trust provide investors with an exposure to a spread of techno…

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  • Artificial intelligence: A new paradigm

    February 26, 2024 · 📺 Polar Capital

    Join Alastair Unwin, Deputy Fund Manager of the Polar Capital Technology Trust, as he explores the trajectory for interest rate cuts in 2024, which combined with falling inflation and positive growth has historically presented an encouraging environment for the technology sector. He also discusses how the Polar Capital Technology team examine each stock through an ‘AI lens’, considering how each is positioned to benefit from the theme, and contrasts mega cap stocks with SMID caps in the context of AI, suggesting that the latter could offer more compelling risk/reward for the portfolio.

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  • Alastair Unwin, Deputy Manager, Polar Capital, 'the avoidance of hubris', Episode 57

    January 02, 2024 · 📺 London South East

    Scale matters more in an Artificial Intelligence world, which is why the Magnificent 7 and other AI and AI enabler stocks are outperforming their other tech related peers and far outstripping almost every other listed investment sector. Here is a wonderfully insightful Investing Matters interview with Alastair Unwin, the Deputy Portfolio Manager of Polar Capital Holdings’ UK FTSE 250 listed Polar Capital Technology Trust (PCT) which has a market cap £2.95bn*. PCT on the day of recording* had registered a performance year to date of +40.66% in 2023. Additionally, the Trust had also achieved a…

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  • Vantage: Delving into AI with Polar Capital’s Alastair Unwin

    December 07, 2023 · 📺 Edison

    Edison’s Neil Shah met with Alastair Unwin, deputy portfolio manager of the UK 250 Polar Capital Technology Trust (PCT.L, market cap £2.95bn). In this interview, Alastair reflects on the technology sector’s performance in 2023, which surprised many after a difficult 2022. The economy outperformed expectations, companies benefitted from margin improvements due to 2022 cost cuts and AI emerged as a dominant market theme. We delve into AI and how Polar Capital pivoted its portfolio over the last nine months to increase exposure across the AI stack. We also learn from Polar Capital’s insights from…

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  • Getting ambitious with technology to help solve the climate challenge

    November 16, 2022 · 📺 Polar Capital

    Technology is one of the greatest tools that humanity has in confronting some of the world’s biggest problems. Alastair Unwin, Fund Manager on the Polar Capital Technology Trust, explains how technology will therefore be key to tackling the climate challenge. From decarbonising the energy sector, to driving energy efficiencies, Alastair explores the many ways in which the application of technology will help to put us on a pathway to net-zero emissions by 2050. He also outlines three structural trends identified by the Polar Capital Technology Team, which they believe capture the sectors contr…

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Other executives at Polar Capital Technology Trust

  • Ben Rogoff, Lead Manager, Polar Capital Technology Trust; Partner, Polar Capital

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