In the latest IC Interviews, Dan Jones welcomes Katie Potts, lead fund manager for tech- and small cap-focused Herald Investment Trust.
In this episode, Potts talks about how she values technology stocks, her take on the topic of the moment, AI, and her view on distinctly British attitudes to the state of the stock market.
The pair go on to discuss the challenges the UK market has faced in recent years, how the increase in US takeovers has altered the investment landscape and the most exciting times in the market to be a fund manager.
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‘Cultural attitudes around investing need to change’: Lee and the IC
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The Isa Special 2024: The Companies and Markets Show
The Budget explained & the importance of dividends: The Companies and Markets Show
‘It’s the valuation that matters, not the share price’: Laura Foll of Janus Henderson Investors
The power of consumer staples & the UK’s appetite for M&A: The Companies and Markets Show
Meeting a CEO: Lee and the IC
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