Global Technology|20 May 2024

Are we underestimating the impact of AI?

Nick Evans

Partner, Global Technology Team

While most are moving away from the idea that AI is merely hype, Nick Evans, Partner on the Polar Capital Global Technology Team, thinks many are still underestimating its long-term potential. Given the rapid pace of innovation experienced over the last 18 months alone, he explains why he believes AI is just getting started.

Nick also looks at the opportunities beyond technology as AI spending continues to grow. He discusses the Polar Capital Artificial Intelligence Fund, which focuses on AI beneficiaries, and explains how it differs from the team’s core tech fund as well as other funds on the market.

Download transcript

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 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.