Katie Potts

AAA

29 Years of experience

Focus on high-growth companies

Current firm: Herald

Professional background

Investment Management Baring Investment Management Limited. Equity Research Analyst, Warburg Securities.

Educational background

Katie read Engineering Science on a GKN Group scholarship at Lady Margaret Hall, Oxford.

Performance

10.28%

Manager Annualised Return Since Inception

6.2%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

10.28%

6.2%

4.08%

10Y

11.59%

13.19%

-1.61%

6.96%

7.32%

-0.36%

*Inception date: 2/21/1994

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Herald Investment Trust

Value investing using fundamental analysis

Benchmark
FTSE Small Capitalisation Index Ex Invesmtent Trusts TR / Russell 2000 Tech TR GBP

Class
-

ISIN

AUM
1,483,882,750.43 €

Ongoing Charges
1.02%