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 Code Report and compliance reporting 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 and is described in more detail in our Stewardship Approach and Policy document. These documents along with the management companies voting record can be accessed via the links below:
Herald and the Bribery Act 2010
Herald is committed to carrying on its business fairly, honestly and openly and prides itself on maintaining a culture of integrity in which bribery would never be acceptable. It has implemented a bribery prevention policy compliant with the principles published in the Ministry of Justice’s Bribery Act guidance and a copy of this policy can be obtained upon request from the Compliance Officer at Herald Investment Management Ltd, 10-11 Charterhouse Square, London EC1M 6EE – or telephone 020 7553 6300.