CNBC Pro Talks: Meet a Fund Manager Who Bet On A.I Five Years Ago

Polar Capital, a London-based asset management firm, has been at the forefront of investing in technology for more than two decades. Ben Rogoff, Polar Capital’s Chief Investment Officer and Head of Technology Strategies, is an expert on A.I., big tech companies, cybersecurity and electric vehicles (EVs).
In this CNBC Pro Talks interview with senior markets reporter Leslie Picker, Rogoff explains why he believes that A.I., big tech companies and EVs are some of the most important investments today — and how investors can benefit from them.
Rogoff says that when it comes to A.I., there are three key areas where investors should be focusing their attention: machine learning algorithms; natural language processing; and computer vision technologies such as facial recognition or autonomous driving systems. He notes that these technologies have become increasingly sophisticated over the past five years — so much so that they now offer significant opportunities for investors who understand how to capitalize on them.
He also emphasizes the importance of understanding the competitive landscape when it comes to investing in big tech companies like Apple or Amazon — noting that while these firms may dominate certain sectors today, new competitors could emerge tomorrow which could significantly alter their market share overnight.
Finally, Rogoff discusses his views on EV investments — noting that while they may not yet be profitable for automakers due to high production costs associated with battery technology development, they represent a long-term opportunity for those willing to take a risk now in order to reap rewards later down the line.
Overall, Rogoff’s insights provide valuable insight into what he believes will be some of the most important investment opportunities going forward — offering both experienced and novice investors alike something worth considering before making any decisions about where best to allocate capital resources moving forward into 2021 and beyond.
|CNBC Pro Talks: Meet a Fund Manager Who Bet On A.I Five Years Ago|Investment|CNBC