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. We discuss Katie’s evolution as an investor, the differences between the UK and US markets, and the importance of being a patient and long-term provider of primary capital. We also explore the benefits of meeting lots of companies and running winners in a diversified portfolio.
About the series
Far From The Finishing Post is a podcast hosted by Tom Yeowart, fund manager, and George Viney, co-manager of Troy’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.
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.
We plan to publish an episode each month. Please subscribe on Apple Podcasts or Spotify.
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Far From The Finishing Post explores the ideas and practices of leading investors in an effort to continuously grow our collective knowledge. This podcast is intended for UK listeners only. The views and information contained within this podcast do not constitute investment advice and should not be used as the basis for investment decisions. Please refer to Troy’s Glossary of Investment terms here. Any reference to securities should not be construed as a recommendation to buy or sell these securities. Any opinions expressed are those of the relevant individuals and do not necessarily reflect the views of Troy Asset Management and may be subject to change without notice. Past performance is not a guide to future performance and the value of an investment may fall as well as rise.