The Managing Director and also the lead fund manager for Herald Investment Management Ltd. Katie Potts established HIML in December 1993 to manage Herald Investment Trust plc which was launched in February 1994.
Katie read Engineering Science on a GKN Group scholarship at Lady Margaret Hall, Oxford. She worked for five years in investment management at Baring Investment Management Limited, before joining S.G. Warburg Securities’ UK electronics research team in 1988. 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 department for commenting on accounting issues.
She is supported in managing the funds by a team of six investment professionals and three consultants.