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

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

From Investors' Chronicle by Investors' Chronicle

June 2, 2026 · 47 min

About this episode

Ali Unwin discusses the investment strategies of Polar Capital Technology Trust in the evolving AI landscape.

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 beyond the likes of Nvidia, and plenty more. Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times . Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Host: Val Cipriani

Guest: Ali Unwin

Topics covered

  • AI
  • technology investing
  • stock valuation
  • investment strategies
  • fund management

Keywords

  • AI
  • Polar Capital
  • technology funds
  • stock valuation
  • investment opportunities

Mentioned in this episode

Organizations: Polar Capital Technology Trust, Investors' Chronicle, Financial Times, Nvidia

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