Fatima Iu, Fund Manager at Polar Capital, understanding Polar’s analytical methodology, Investing Matters Podcast - Episode 33

Investing Matters

Welcome to this brand-new investing podcast from the London South East. My name is Peter Higgins, you can find me on Twitter @conkers3 and I will be your host for this series of Investing Matters podcasts.

What can you expect from the Investing Matters podcasts? A great question. You will find long form interviews with noteworthy veterans and experts from the investment and fund management industry. During these interviews each interviewee will share and impart their knowledge, learning and insights on what aspects of Investing truly matters to them and what in their view should matter to investors. We hope this knowledge exchange benefits all and enables all those accessing and listening to these podcasts to achieve even greater investing success.

With that in mind, welcome to episode thirty-three, which is with the hugely talent Fatima Iu a fund manager on the Polar Capital Technology Fund, Polar Capital Technology Trust and Polar Capital Automation and Artificial Intelligence Fund

Fatima, read Chemistry at Imperial College London, with particular interest/focus on medical applications such as diagnostics. Where she attained a Masters in medicinal chemistry. After which went into Accountancy, as a good way to learn some basics on business and finance, whilst also gaining the opportunity to work with an interesting mix of clients – from metals and futures trading to investment banking. This is also where she first learned about investing – through clients such as LCF Rothschild, EBRD and Soros Quantum Fund.

From there Fatima move on with a job as a junior associate at Citigroup Asset Management. Looking at mostly European consumer staples and discretionary, learned about modelling, working out what questions to ask companies and leaders. Fatima started doing my Chartered Financial Analyst (CFA) certification at the same time to support her transition into fund management. Unfortunately, during her tenure at Citigroup, the division she worked in was sold to Legg Mason in the US.

As fate would have it Polar Capital’ Lead Manager, Ben Rogoff who heads up the Technology franchise at Polar together with Nick Evans, was looking for a junior to join the team, “someone who knows a bit of the basics, who was interested and willing to learn”, and Fatima fitted the bill.

Fatima Iu joined Polar Capital in April 2006 and now has 17 years’ industry experience. Fatima is a fund manager within the Polar Capital Global Technology Team she is responsible for the coverage of European Technology, Global Security, Networking, Clean Energy and Medical Technology. She is also a CFA Charterholder.

In this Investing Matters interview, Fatima a brief overview of Polar Capital, its sheer scale, some of its functions and services, her various specialist roles a Fund Manager with the Polar Capital Global Technology team and its 3 products. Fatima imparts aspects of Polar’s analytical methodology and process undertaken when selecting investments, including tech behemoths Apple, Microsoft, Alphabet, clean technology, the power of Artificial Intelligence, ESG and much more.

We hope you enjoy this podcast, and we look forward to hearing your feedback.

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