Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
All content for Far From The Finishing Post is the property of Troy Asset Management and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software
Far From The Finishing Post
41 minutes
1 year ago
Jim Strang (HgCapital Trust) - Building an Experience Curve in Business Software
In this episode we speak to Jim Strang, Chairman of HGCapital Trust. The Trust has an outstanding track record investing in business-to-business software companies. We discuss the evolution in private markets over Jim’s career, the benefits of specialisation and the reasons behind Hg Capital’s success. Show notes: [01:15] Jim discusses his early career [02:12] HgCapital Trust’s history [03:41] The benefits of specialisation [05:56] The importance of controlling the capital struct...
Far From The Finishing Post
Alastair Unwin is a fund manager on Polar Capital’s Technology team. We discuss Alastair’s career as a technology investor, AI’s exponential curve of improvement and potential as a general purpose technology, as well as the issues that investors should consider as ever more capital is spent to realise AI’s promise. Show notes: [01:33] Alastair discusses how he got into investing [03:14] Lessons from Herald, Neptune and Polar [05:05] Heuristics for technology investing [07:29] AI scaling...
