{"id":3637,"date":"2022-06-20T08:09:00","date_gmt":"2022-06-20T08:09:00","guid":{"rendered":"https:\/\/www.taml.co.uk\/4\/?p=3637"},"modified":"2023-04-20T05:58:43","modified_gmt":"2023-04-20T05:58:43","slug":"katie-potts-herald-investment-management-an-evangelist-for-smaller-companies","status":"publish","type":"post","link":"https:\/\/www.taml.co.uk\/4\/blog\/katie-potts-herald-investment-management-an-evangelist-for-smaller-companies\/","title":{"rendered":"Far From the Finishing Post &#8211; Katie Potts (Herald Investment Management)"},"content":{"rendered":"\n<p>Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in smaller companies across the telecom, multimedia and technology sectors.&nbsp; We discuss Katie&#8217;s evolution as an investor, the differences between the UK and US markets, and&nbsp;the importance of being a patient and long-term provider of primary capital.&nbsp; We also explore the benefits of meeting lots of companies and running winners in a diversified portfolio.<\/p>\n\n\n\n<div id=\"buzzsprout-player-10821311\"><\/div><script src=\"https:\/\/www.buzzsprout.com\/1545967\/10821311-katie-potts-herald-investment-management-an-evangelist-for-smaller-companies.js?container_id=buzzsprout-player-10821311&amp;player=small\" type=\"text\/javascript\" charset=\"utf-8\"><\/script>\n\n\n\n<p><\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link\" href=\"https:\/\/www.taml.co.uk\/4\/wp-content\/uploads\/sites\/9\/2022\/07\/Katie-Potts-Herald-Investment-Management-An-Evangelist-For-Smaller-Companies-1.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download transcript<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">About the series<\/h4>\n\n\n\n<p>Far From The Finishing Post is a podcast hosted by Tom Yeowart, fund manager, and George Viney, co-manager of Troy&#8217;s Global Equity strategy. As the name suggests, we believe that investing is an ongoing pursuit with no finishing line in sight. There is always lots to learn and plenty of ways to improve as investors.<\/p>\n\n\n\n<p>In that spirit, Far From The Finishing Post seeks to explore the thoughts and practices of leading investors in an effort to grow our collective knowledge. Episodes will include discussions with fund managers at Troy and the talented external investors.<\/p>\n\n\n\n<p>We plan to publish an episode each month. Please subscribe on <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/podcasts.apple.com\/us\/podcast\/far-from-the-finishing-post\/id1561196896?itsct=podcast_box&amp;itscg=30200\" data-type=\"URL\" data-id=\"https:\/\/podcasts.apple.com\/us\/podcast\/far-from-the-finishing-post\/id1561196896?itsct=podcast_box&amp;itscg=30200\" target=\"_blank\">Apple Podcasts<\/a><\/strong> or <strong><a rel=\"noreferrer noopener\" href=\"https:\/\/open.spotify.com\/show\/5fqHeR0f5TH7MHZWyK8LI4\" data-type=\"URL\" data-id=\"https:\/\/open.spotify.com\/show\/5fqHeR0f5TH7MHZWyK8LI4\" target=\"_blank\">Spotify<\/a><\/strong>.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">See our full range of podcasts below<\/h4>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n\n\n\n<div class=\"block-fade list-buttons\">\n\n<\/div><!-- .list-buttons -->\n\n\n<div id=\"buzzsprout-large-player\"><\/div><script type=\"text\/javascript\" charset=\"utf-8\" src=\"https:\/\/www.buzzsprout.com\/1545967.js?container_id=buzzsprout-large-player&amp;player=large\"><\/script>\n\n\n\n<p><\/p>\n\n\n\n<div style=\"margin-bottom: -45px\">\n\n<h3><strong>Subscribe to Podcast:&nbsp;<\/strong><\/h3>\n\n \n\n<h3><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/far-from-the-finishing-post\/id1561196896?itsct=podcast_box&amp;itscg=30200\" style=\"overflow: hidden;border-radius: 13px;width: 250px;height: 83px\"><img decoding=\"async\" alt=\"Listen on Apple Podcasts\" src=\"https:\/\/tools.applemediaservices.com\/api\/badges\/listen-on-apple-podcasts\/badge\/en-us?size=250x83&amp;releaseDate=1617224400&amp;h=ecbb2dc90e5738a821f316ad66e555f1\" style=\"border-radius: 13px;width: 210px;height: 53px\" title=\"Listen on Apple Podcasts\"><\/a><\/h3>\n\n \n\n<h3>&nbsp;<a href=\"https:\/\/open.spotify.com\/show\/5fqHeR0f5TH7MHZWyK8LI4\" style=\"overflow: hidden;border-radius: 13px;width: 250px;height: 83px\"><img decoding=\"async\" alt=\"Listen on Spotify\" src=\"https:\/\/www.taml.co.uk\/4\/wp-content\/uploads\/sites\/9\/2022\/07\/listen-on-spotify.png\" style=\"border-radius: 13px;width: 210px;height: 53px\" title=\"Listen on Apple Podcasts\"><\/a><\/h3>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in smaller companies across the telecom, multimedia and technology sectors.&nbsp; We discuss Katie&#8217;s evolution as an investor, the differences between the UK and US markets, and&nbsp;the importance of being a patient and long-term provider of [&hellip;]<\/p>\n","protected":false},"author":28,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[22],"tags":[],"wpa_insightstrategy":[],"coauthors":[105,101],"class_list":["post-3637","post","type-post","status-publish","format-standard","hentry","category-podcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Far From the Finishing Post - Katie Potts (Herald Investment Management) - TAML 4 - AT<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.taml.co.uk\/4\/blog\/katie-potts-herald-investment-management-an-evangelist-for-smaller-companies\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Far From the Finishing Post - Katie Potts (Herald Investment Management) - TAML 4 - AT\" \/>\n<meta property=\"og:description\" content=\"Katie Potts founded Herald Investment Management and has managed the Herald Investment Trust since 1994, generating strong returns by investing in smaller companies across the telecom, multimedia and technology sectors.&nbsp; We discuss Katie&#8217;s evolution as an investor, the differences between the UK and US markets, and&nbsp;the importance of being a patient and long-term provider of [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.taml.co.uk\/4\/blog\/katie-potts-herald-investment-management-an-evangelist-for-smaller-companies\/\" \/>\n<meta property=\"og:site_name\" content=\"TAML 4 - AT\" \/>\n<meta property=\"article:published_time\" content=\"2022-06-20T08:09:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-04-20T05:58:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/tools.applemediaservices.com\/api\/badges\/listen-on-apple-podcasts\/badge\/en-us?size=250x83&amp;releaseDate=1617224400&amp;h=ecbb2dc90e5738a821f316ad66e555f1\" \/>\n<meta name=\"author\" content=\"Tom Yeowart, George Viney\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tom Yeowart, George Viney\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.taml.co.uk\\\/4\\\/blog\\\/katie-potts-herald-investment-management-an-evangelist-for-smaller-companies\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.taml.co.uk\\\/4\\\/blog\\\/katie-potts-herald-investment-management-an-evangelist-for-smaller-companies\\\/\"},\"author\":{\"name\":\"Tom Yeowart\",\"@id\":\"https:\\\/\\\/www.taml.co.uk\\\/4\\\/#\\\/schema\\\/person\\\/6deacd4541a9b07fcf238dde3d28b82c\"},\"headline\":\"Far From the Finishing Post &#8211; 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