Herald Investment Share Discussion Threads

[garth] 10/4/2013 13:02

At around 20% discount to NAV, looking interesting?

G

[sbs] 20/2/2013 18:52

Thanks. Good results.

I didn't realise they could purchase their own shares when they were about to release their results. Just shows that you learn something every day!

[ukinvestor220] 20/2/2013 18:10

finals are out

[sbs] 18/2/2013 17:07

Some share repurchases today.

It looks like the discount to NAV was near the limit the fund manager was prepared to accept.

[northernlass] 09/9/2012 20:22

Primed To Take Off

HERALD: HOT INVESTMENT TRUST PRIMED TO TAKE OFF

By Fiona Hamilton | Mon, 03/09/2012

Herald Investment trust (HRI) invests in smaller companies specialising in technology, communications and multimedia. It boasts the best three- and 10-year portfolio returns in the technology sector, yet it stands on much the widest discount. Its annual fee is modest and it has no performance fee.

Katie Potts, lead manager since launch in 1994, has a large personal stake. She says smaller technology companies have the potential to do well regardless of the economic situation because they are exploiting the emergence of new internet-related activities across a wide spectrum, including cloud computing, software as a service and virtualisation.

Nearly two-thirds of the portfolio is in companies listed in the UK, which she describes as a fertile country for innovation. The US offers a wider choice of companies, but valuations are less appealing, so it accounts for just under a quarter. The rest is in Europe and Asia. Risks are mitigated by investing in more than 200 holdings, including shares in profitable companies with recurring revenues, and more disruptive companies with higher growth potential. Herald remains our aggressive specialist selection.

P.S.
Here's some links about SCLP, one of the hottest stocks at the moment:

[amt] 03/7/2012 19:16

Also big discount at the moment

[sbs] 02/7/2012 21:01

The dividend doesn't concern me... If a technology company can't invest the cash to beat the bank deposit rate of 0.3%, they aren't a very good tech company!

[beardmore] 02/7/2012 09:07

Yes, I'm happy to hold these - just a pity there's no dividend, but that's the nature of Herald's Portfolio I suppose.

[sbs] 01/7/2012 19:03

Bought a few of these: I like the strategic attitude to investments.

[amt] 13/12/2010 09:28

IMG'd products
•iPad
•Samsung Galaxy S
•Google TV Via Logitech Revue
•iPhone 4
•Apple TV
•Toshiba Libretto Dual-Screen Laptop

[amt] 22/11/2010 16:43

Tipped by Investors chronicle

[amt] 13/10/2010 11:19

Discount to NAV of over 20%. Over 4% in IMG, looks promising.

[amt] 06/8/2010 14:19

very quiet

[gb2005] 14/8/2006 09:13

current NAV 397p. 60p premium at this price. But it seems very quiet here.

[jw885] 28/11/2005 08:34

Pretty stagnant for two years now while Techmark is up 30%.

Time for some changes?

[techair] 25/11/2004 17:06

Cheers guys

[jonc] 25/11/2004 17:05

Use this to search for HRI(use full name):

[jonc] 25/11/2004 17:03

Whoops that link does not work.

[jonc] 25/11/2004 16:52

Top of the list:

[optimist] 25/11/2004 16:43

This link throws up a few possible leads

It dosen't look good.

[techair] 25/11/2004 10:31

A lady who works with my wife has recently lost her husband, and whilst clearing out paperwork etc discovered that he had deposited nearly £5k with these guys. Its basically a holiday club.

Does anyone have any idea about what happened to them or if not how to go about finding them?



Thank you