Over the past year, Polar Capital Technology (PCT) has strongly outperformed its benchmark, with its NAV total return nearly double that of the Dow Jones Global Tech Index. This reflects the success of its bold AI-focused strategy, where it has taken large positions in lesser-known companies expected to benefit from AI infrastructure bottlenecks, while selling those it sees as less promising. This approach has driven strong returns recently and helped PCT avoid losses as markets reacted to pl ....