Profile

Herald invests, generally on a long term basis, using fundamental analysis. The technology, media and telecommunications sector comprises over 5,000 quoted companies, and many more unquoted.

Analysis entails a prolific number of meetings with companies, either at Herald’s offices, site visits or at conferences globally, as well as broker hosted meetings. In addition, Herald relies on independent industry research and published company filings, statements, presentations, web sites and broker research. Focus on the sector enables a significant degree of cross referencing across competitors, customers and suppliers globally. Using this mosaic of information combined with strong financial analysis we endeavour to add value. The evolving nature of technology means there is a wide divergence of performance between winners and losers, but the winners can be spectacular.

We are evangelists for the sector, and firmly believe investors are missing an opportunity if they are not represented in it. We endeavour to offer a relatively low risk way of investing in stocks with high risk on a sufficiently diversified basis that the risk is greatly diminished, whilst still aspiring to premium returns.

Our stewardship policy can be found here. The document describes the extent to which we have applied the seven Principles of the UK Stewardship Code which was adopted by the Financial Reporting Council in July 2010. Stewardship refers to how we protect and manage our clients’ investments.