Tech star Ben Rogoff has blamed the "formidable headwind" of small caps for a 5% fall in NAV for the Polar Capital Technology trust over the six months to 31 October 2011.
Nick Train, manager of the £333m Lindsell Train UK Equity fund, has said the most important development for equity markets in Q3 had nothing to do with Greece or the eurozone.
Apple, the world's biggest technology company, reported full year results showing net profits for the year to 25 September were $25.9bn (£16.5bn), up 85% on the previous year.
Internet giant Google has revealed profits surged 26% in the third quarter, with net income jumping from $2.17bn to $2.73bn year on year.
The tragic loss of Apple's visionary co-founder Steve Jobs last night prompted a drop in the group's share price as US markets opened, followed by a swift move back into positive territory.
Schroders' Richard Buxton has revealed he was congratulated by Artemis' Tim Steer for holding tech firm Autonomy as it received a bid approach - a time when Steer was shorting the stock.
Fund managers have backed technology poster child Apple to continue to shine despite the departure of charismatic CEO Steve Jobs.