Polar Capital-POLR4 Videos

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Polar Capital Global Healthcare Trust (PCGH) Mello London November 2019
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24:22

Polar Capital Global Healthcare Trust (PCGH) Mello London November 2019

By Gareth Powell, Co-Head healthcare team.   Gareth presents an overview of the healthcare sector including innovations, the political landscape in the US and the fund. Introduction – 00:18 Why Healthcare? – 00:50 Immuno-oncology – 00:11 AstraZeneca – 02:24 Targeted Oncology – 03:37 Loxo Oncology – 04:05 Robots – 04:25 Stryker – 05:29 Why invest […]
Polar Capital Global Financials Trust (PCFT) at Mello November 2019
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38:19

Polar Capital Global Financials Trust (PCFT) at Mello November 2019

By Nick Brind, Fund Manager Introduction – 00:18 The financial sector 10 yr performance – 01:38 Bank balance sheets – 02:10 Banks appetite for risk reduced – 03:32 Few signs of balance sheet stress – 05:19 Banks have significantly more liquidity – 06:17 FinTech – 07:37 Monzo & Revolut v One Savings Bank & Close […]
Polar Capital Holdings (POLR) Presentation at Mello May 2019
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Polar Capital Holdings (POLR) Presentation at Mello May 2019

A presentation by Gavin Rochussen, CEO Introduction – 00:18 What is the Polar Capital model? – 00:49 Attracting the best talent – 01:48 Market perspective – 04:04 Assets under management & analysis – 05:35 Style bias – 09:02 Current active share – 09:54 Strategy performance – 11:09 Capacity – 14:40 Areas of strategic focus – […]
Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019
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48:55

Polar Capital Technology Trust (PCT) presentation at Mello Trusts & Funds May 2019

Polar Capital Technology Trust (PCT) By Ben Rogoff, Investment Director, Technology Introduction – 00:18 The team – 01:07 Investment framework – 02:32 Thematic investing: Hype v Reality – 05:10 Technology change: Little Chef – 07:28 Internet: new networks on unprecedented scale – 10:58 Digital disruption – 15:06 Artificial intelligence – 24:47 Autonomous vehicles – 26:11 […]
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