HERALD INVESTMENT TRUST PLC (HRI) Shares

ABOUT HERALD INVESTMENT TRUST PLC

Herald Investment Trust plc, a United Kingdom-based investment company, was founded in 1994 and has its headquarters in London.

Today, the company focuses primarily on holdings of quoted small- and mid-cap technology, communications and media companies.

The trust is managed by Herald Investment Management. The company seeks to achieve capital appreciation through investments in smaller quoted companies in the fields of technology and multi-media.

The company initially focused on markets in the UK and Europe, but soon became aware that the United States provided intellectual and commercial leadership in the sector, and was at the forefront of emerging markets.

The company invests – generally on a long-term basis – by using fundamental analysis.

The technology and telecommunications sector comprises more than 5 000 quoted companies.

OVERVIEW OF HERALD INVESTMENT TRUST PLC

• Herald Investment Trust plc focuses on the construction of a diversified portfolio by identifying individual companies that offer long-term growth potential, preferably over a five-year period or more.

• The company invests in a variety of sectors such as oil and gas, basic materials, industrials, consumer goods, healthcare, consumer services, telecommunications, financials and technology.

• The company’s investment analysis process comprises a prolific number of meetings with identified companies, as well as broker-hosted meeting.

• Herald relies on independent industry research and company filings, statements, presentations websites and broker research. It also cross-references across global competitors, customers and suppliers.

• By using this wealth of information, together with strong financial analysis, Herald endeavours to add value for its clientele.

• Herald Investment Management Limited manages two venture capital funds: Herald Ventures 1 and Herald Ventures II. Both funds only invest in the UK.

• Herald Ventures usually takes a minority stake in its investee companies.

VISION & VALUES OF HERALD INVESTMENT TRUST PLC

• Herald Investment Trust plc aims to provide the best investment opportunities to its global clientele. Its innovative business model is founded on core principles comprising integrity, respect, flexibility and drive.
• It constantly seeks value for shareholders who purchase company stock, and values open communication in its daily operations.
• The company is people-focused and transparent in its business decisions. This fosters trust and enables growth.

MARKET PERFORMANCE OF HERALD INVESTMENT TRUST PLC

• Herald Investment Trust plc trades on the London Stock Exchange (LSE) under the stock symbol HRI. The company is a constituent of the FTSE 250 Index.

• During the first half of fiscal 2019, the company generated strong returns with marked out performance by both its UK and US portfolios of their local market indices. Its total assets were valued at £ 1.208.711 million.

• This solid presence in the market bodes well for shareholders who buy or sell company shares as they can do so in the expectation of solid dividends and returns on their investments.

Buy HERALD INVESTMENT TRUST PLC stocks / shares – A Step by Step Guide how to Buy / Purchase HERALD INVESTMENT TRUST PLC Stocks or Shares online.

Before buying any stock or share one has to consider a few factors.

STEP 1: PROPER RESEARCH IS ESSENTIAL

Upon deciding you want to buy HERALD INVESTMENT TRUST PLC Stocks / Shares, it is critical for the serious investor to do proper research into the said company. Its values should align with those of the investor’s current portfolio. An investor needs to familiarise himself with the basics and history of the company, as well as its leadership and performance in the market. Its company reports should also be scrutinized.

Consultation with a brokerage firm can also assist in determining whether investing in a specific company will complement the investor’s current portfolio. The investment “risk ladder”, which identifies asset classes based on their relative riskiness, is another useful tool when determining which company’s stock / share is the best to buy.

STEP 2: CALCULATE THE AMOUNT OF INVESTMENT IN HERALD INVESTMENT TRUST PLC STOCKS / SHARES

It is important for an investor to monitor his total investment in stock in order to keep his portfolio aligned to his investment strategy. The overall value of his holdings will change with the fluctuation in stock prices, which can throw his portfolio off balance. To determine the amount to invest, multiply the number of shares of each stock by its current market price to determine the total investment in that specific stock. For example, if you own 100 shares of a US Dollar 5 stock, multiply 100 by US Dollar 5 to get US Dollar 500.

STEP 3: DECIDE ON THE STOCK / SHARE ORDER TYPE

Investors can choose from a market order, a limit order, a stop order (also referred to as a stop-loss order) or a buy/sell stop order. It is important to familiarise yourself with each type’s pros and cons before deciding which one will suit your current stock profile best. An investor should be guided in this choice by his investment objective.

STEP 4: OPEN A BROKERAGE ACCOUNT

A brokerage account – also known as taxable investment account – is similar to a retirement account, but more flexible. Where a retirement account has limitations on the amount of money that can be contributed annually, and restrictions on when funds can be withdrawn, a brokerage account is more flexible. The latter has no income or contribution limit and the investor can withdraw his money at any given time. This flexibility, together with its potential investment gains, makes a brokerage account more attractive to serious investors. Brokerage accounts are ideal for goals or savings that are further than five years away, but closer than retirement. It can also supplement an investor’s emergency savings.

STEP 5: COMMIT AND PURCHASE HERALD INVESTMENT TRUST PLC STOCKS / SHARES

Lastly, commit to the stock. Pro Tip: Monitor the value of your stock to ensure you have a growing stock value and dividend pay-out.  Regularly check the share price online to ensure your investment delivers a positive return on investment. You are now a proud owner of HERALD INVESTMENT TRUST PLC stocks / shares.

5 Questions to ask yourself before purchasing any stocks or shares.

1. Is it the best time to buy this stock / share?
2. Should I buy HERALD INVESTMENT TRUST PLC stocks / shares in the current economic climate?
3. Can I afford to buy this stock / share?
4. What is the forecast of the stock / share growth?
5. What is the current price per earning ration on the stock / share?