Herald invests, generally on a long-term basis, using fundamental analysis and a focus on sustainability.
Analysis entails a prolific number of meetings with companies, either at Herald’s offices, site visits or at conferences globally. In addition, Herald relies on independent industry research and published company filings, statements, presentations, online resources 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 by investing for growth in companies with a solid management, strong fundamentals, good governance, and a valuation that reflects the opportunity. The evolving nature of TMT means there is a wide divergence of performance between winners and losers, and 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 volatility on a sufficiently diversified basis that the risk is largely diminished whilst still aspiring to premium returns.
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.