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Technology Research

12 Jun 2018
HRI : Herald Investment Trust - Investing in the future Herald Investment Trust - Shifting sentiment

Herald Investment Trust – From small acorns ….

Herald Investment Trust – From small acorns …. – Herald Investment Trust (HRI) provided very strong returns during 2017 (NAV and share-price total returns of 26.9% and 32.7% respectively) with positive contributions coming from all of its regional portfolios. During 2017, a significant proportion of HRI’s NAV performance came from 24 holdings, all of which at […]

18 Jan 2018

QuotedData – 2017 review of the year

QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside:  US markets hit new highs despite three interest rate rises.  Perceived low/no growth areas such as Europe and Japan burst into life.  Asia’s technology stocks surged.  India’s […]

07 Dec 2017

Herald Investment Trust – Who wants to be a billionaire?

Herald Investment Trust – Who wants to be a billionaire? Herald, the small cap technology, communications and multimedia trust, recently passed a remarkable milestone. It has created more than £1bn for investors since it launched in 1994. Katie Potts, who has managed the fund over its entire life, points out that £98m was raised from […]

07 Dec 2017

Herald Investment Trust – Who wants to be a billionaire?

Herald Investment Trust – Who wants to be a billionaire? Herald, the small cap technology, communications and multimedia trust, recently passed a remarkable milestone. It has created more than £1bn for investors since it launched in 1994. Katie Potts, who has managed the fund over its entire life, points out that £98m was raised from […]

03 Aug 2017
11 Jul 2017

Herald Investment Trust – Backing growing businesses

Herald Investment Trust – Backing growing businesses. Marten & Co has published an update note on a company in the Technology, Media and Telecommunications sector: Herald Investment Trust – Backing growing businesses The Technology sector has been rising strongly in recent months. This note discusses a number of stocks that contributed to a near 40% increase […]

11 Jul 2017

Herald Investment Trust – Backing growing businesses

QuotedData is publishing a new update note on a company in the Small Media, Communication & IT Companies sector: Herald Investment Trust – Backing growing businesses The Technology sector has been rising strongly in recent months. This note discusses a number of stocks that contributed to a near 40% increase in Herald Investment Trust’s NAV over […]

15 Mar 2017

QuotedData’s round up of views on the global economy – March 2017

A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the companies mentioned. Kindly sponsored […]

20 Dec 2016

Herald Investment Trust – Tech bids demonstrate value

Herald Investment Trust – Tech bids demonstrate value; Marten & Co published an update note on Herald Investment Trust. Herald Investment Trust – Tech bids demonstrate value Herald Investment Trust’s (HRI’s) manager believes recent portfolio activity (bids for Avesco and Mentor Graphics) shows that HRI’s NAV does not reflect the true valuations of the underlying companies, […]

20 Dec 2016

Herald Investment Trust – Tech bids demonstrate value

QuotedData has published a note on a company in the Small Media, Comms & IT Companies sector. Herald Investment Trust – Tech bids demonstrate value Herald Investment Trust’s (HRI’s) manager believes recent portfolio activity (bids for Avesco and Mentor Graphics) shows that HRI’s NAV does not reflect the true valuations of the underlying companies, particularly […]

10 Oct 2016

Pacific Horizon – Brave new world

Pacific Horizon’s (PHI)’s performance has started to improve over the past few months, yet the manager thinks that there is still considerable potential for the portfolio. He believes that some of the themes that he is focusing on could radically alter all our lives and that many Asian companies will be at the forefront of […]

11 Aug 2016

Herald Investment Trust – Investing in the future

Herald Investment Trust – Investing in the future Marten and Co publishes its first initiation of coverage note on Herald Investment Trust (HRI) Herald Investment Trust (Herald) is a major investor in the small-cap technology sector, especially in the UK. It is the only listed investment trust with a focus on this space. In recent times, […]

11 Aug 2016

Herald Investment Trust – Investing in the future

Herald Investment Trust (Herald) is a major investor in the small-cap technology sector, especially in the UK. It is the only listed investment trust with a focus on this space. In recent times, small-cap technology stocks have become cheaper relative to both the broader market and large-cap technology stocks. Relative valuations are now close to […]

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