Polar Capital Technology’s Ben Rogoff has used stock selection flexibility to out-do benchmark
Thursday 10 Jan 2019 Author: Steven Frazer
Leading technology fund manager Ben Rogoff had been cutting back on his appetite for Apple long before the consumer electronics giant’s shock profit warning (2 Jan). The respected manager of the Polar Capital Technology Trust ( PCT ) has become increasingly wary of potential threats to the Cupertino giant’s iPhone sales volumes against a backcloth of aggressive trade rhetoric from both the US and Chinese governments. Apple chief executive...