Herald: a tried and tested investment trust

Institutional investors keep their distance, but Katie Potts, manager of the Herald Investment Trust, is clearly doing something right.

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M&C Saatchi is among the Herald Trust's top-ten holdings
(Image credit: Copyright (c) 2016 Shutterstock. No use without permission.)

Katie Potts left her job as an electronics analyst at SG Warburg 25 years ago to start her own investment fund. She had become disillusioned because her views on companies had been subordinated to the bank's corporate agenda; she decided she preferred to invest in good companies rather than make excuses for bad ones.

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Max King
Investment Writer

Max has an Economics degree from the University of Cambridge and is a chartered accountant. He worked at Investec Asset Management for 12 years, managing multi-asset funds investing in internally and externally managed funds, including investment trusts. This included a fund of investment trusts which grew to £120m+. Max has managed ten investment trusts (winning many awards) and sat on the boards of three trusts – two directorships are still active.

After 39 years in financial services, including 30 as a professional fund manager, Max took semi-retirement in 2017. Max has been a MoneyWeek columnist since 2016 writing about investment funds and more generally on markets online, plus occasional opinion pieces. He also writes for the Investment Trust Handbook each year and has contributed to The Daily Telegraph and other publications. See here for details of current investments held by Max.