Herald Investment Trust - The future is bright
Whilst Herald Investment Trust’s (HRI’s) results for the year ended 31 December 2021 will not be published for some time, it looks as though it had another impressive year, with particularly strong performances from its semiconductor and UK media holdings (see pages 15 to 23 for a detailed look at HRI’s performance during 2021).
Rising inflation and the potential for interest rises has taken some of the steam out of growth stocks recently, but HRI’s longstanding manager, Katie Potts, believes there’s more to go for. She feels that the sector’s growth will provide a considerable defence against the effects of higher inflation, and remains enthused about the prospects for the stocks in HRI’s portfolio and their ability to have pricing power in an inflationary environment. HRI’s share price discount to net asset value (NAV) has
widened recently, but we think this could narrow, potentially making this a good entry point.
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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