Herald Investment Trust – “Profits are only profits when they are realised”
Herald Investment Trust (HRI) generated strong absolute returns in the first half of 2019, with marked outperformance by both its UK and US portfolios of their local market indices. Both a general market recovery and a recovery in global technology stocks have helped, but HRI’s UK and US portfolios have both benefitted from a wave of takeover activity, allowing HRI to lock in significant premiums.
This illustrates how HRI’s holdings can move very quickly, validating the manager’s strategy of maintaining an extensively diversified portfolio. However, investment companies.
">liquidity is an ever-present issue and these disposals also validate Katie Potts’s approach. In her own words, “in small caps, profits are only profits when they are realised”.
Herald Investment Trust is an investment company. Co. carries on business as an investment trust. Co. invests in quoted companies in the areas of telecommunications, multimedia and technology. Investments may be made across the world. The business activities of investee companies will include information technology, broadcasting, printing and publishing and the supply of equipment and services to these companies. Herald Investment Management Limited is the appointed investment manager to Co.
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