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You are here: Manager factsheet

Katie Potts
Herald Investment Mgmt Ltd, Herald Investment Management L
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Manager profile
Katie Potts is the Managing Director and lead fund manager for Herald Investment Management Limited ("Herald"). Katie established Herald in December 1993 to manage the Herald Investment Trust plc, which was launched in February 1994. In April 1998, Herald launched the Herald Worldwide Technology Fund. Katie read Engineering Science on a GKN Group scholarship at Lady Margaret Hall, Oxford and then worked for five years as an analyst and fund manager at Baring Investment Management Limited, before joining S.G.Warburg Securities UK Electronics research team in 1998. The team was consistently voted top team in the Extel survey of analysts in the sector and she was voted top analyst by finance directors of electronics companies canvassed by the Treasurer magazine. In addition, Katie had responsibility within S.G.Warburg's UK research team for commenting on accounting issues.
Total return for Katie Potts
Manager career performance
Discrete calendar year performance : Katie Potts

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Katie Potts 27.2 4.7 -18.1 33.8 32.7 12.9 7.7 37.0 22.6 10.9
Peer Group Composite 27.4 1.3 -29.8 33.0 27.9 10.5 -3.0 18.8 7.4 20.9
Over / Under -0.2 3.4 11.7 0.8 4.8 2.4 10.7 18.2 15.2 -10.0
Performance vs peer group composite: Katie Potts
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Herald Investment Trust plc Lead manager IT Global Smaller Companies since Jan 01 1994 to present
Herald Worldwide Technology Lead manager IA Technology & Technology Innovation since Feb 29 2012 to present
Funds managed previously
Fund Periods
Herald Worldwide Technology since Jan 01 2003 to Apr 01 2010
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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