Polar Capital’s $1.04 Billion Energy Fund Doubles Down on Japan AI Efficiency Stocks
Updated
Updated · Bloomberg · Jun 23
Polar Capital’s $1.04 Billion Energy Fund Doubles Down on Japan AI Efficiency Stocks
3 articles · Updated · Bloomberg · Jun 23
Summary
Polar Capital’s Smart Energy Fund is increasing exposure to Japanese companies that help data centers use less power, making them some of its top holdings.
Thiemo Lang is targeting power semiconductors, optical connectivity and other efficiency technologies, arguing they stand to gain most from the AI infrastructure buildout.
The $1.04 billion fund has returned 132% over the past year and outperformed 99% of peers, giving weight to the strategy.
The move fits a broader shift into Japan growth stocks, where investors are increasingly backing AI-linked companies over traditional manufacturing and telecom names.