Far From The Finishing Post
Katie Potts (Herald Investment Management) - An Evangelist For Smaller Companies
Jun 20, 2022
Katie Potts, Founder of Herald Investment Management, discusses her evolution as an investor, the differences between the UK and US markets, and the benefits of being a patient and long-term provider of primary capital. They also explore the advantages of meeting lots of companies and running winners in a diversified portfolio.
34:45
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Quick takeaways
- Katie Potts founded Herald Investment Management to focus on smaller companies, believing in their potential for better returns.
- The UK market presents more attractive investment opportunities for smaller companies compared to the US market.
Deep dives
Founding Herald Investment Management
Katie Potts founded Herald Investment Management in 1994 after facing challenges and negativity in larger companies. She believed in the potential of smaller companies to deliver better returns and saw the need for a collective investment vehicle to provide liquidity and spread risk. Herald's focus on smaller technology companies across various sectors has proved successful, outperforming larger companies like BT and Marconi.
