Herald Investment Trust PLC · LSE:HRI
Herald Investment Trust — Investor Presentation (December 2022)
11 slides from Herald Investment Trust's investor presentation, Dec 31, 2022
Slide 1: Top 20 Holdings
Top 20 Holdings HERALD INVESTMENT TRUST 1
Slide 2: Next Fifteen Communications and Supermicro
TOP 20 HOLDINGS Next Fifteen Communications Next 15 is a group of businesses designed to help companies grow. Next 15 perceive themselves as more than marketing consultants and as growth consultants. They help their clients in four different ways. Firstly, they use data to generate the insights that
Slide 3: Diploma and YouGov
TOP 20 HOLDINGS Diploma Diploma is an international group supplying specialised products and services to a wide range of end segments in three sectors of life sciences, seals and controls. Diploma's businesses are focused on supplying essential products and services which are critical to customers'
Slide 4: Idox and Silicon Motion Technology
TOP 20 HOLDINGS Idox Idox develops specialist software for government and industry, with an established track VALUATION £19.7m record serving tightly regulated markets including local authorities, health, engineering, transport and property. Built around the needs of the user and designed in collabo
Slide 5: Nordic Semiconductor
TOP 20 HOLDINGS Nordic Semiconductor Nordic Semiconductor is a Norwegian fabless semiconductor company specializing in wireless communication technology that powers the Internet of Things (IoT). Nordic was established in 1983 and has more than 1300 employees across the globe. Nordic’s VALUATION £18.
Slide 6: Descartes Systems and ZOO Digital
TOP 20 HOLDINGS Descartes Systems Descartes Systems (Descartes) is a leader in providing on-demand, software-as-a-service solutions focused on improving the productivity, performance and security of logistics- intensive businesses. Customers use Descartes’ modular, software-as-a-service solutions to
Slide 7: Fabrinet and BE Semiconductor Industries
TOP 20 HOLDINGS Fabrinet Fabrinet is a leading provider of advanced optical packaging and precision optical, electromechanical, and electronic manufacturing services to original equipment manufacturers of complex products, such as optical communication components, modules and subsystems, industrial
Slide 8: GB Group and Bango
TOP 20 HOLDINGS GB Group GB Group (GBG) is a global leader in digital location, identity and managing fraud risk and compliance. GBG helps organisations across the globe eliminate customer friction and fraud from their digital experiences. GBG develop and deliver digital identity, address VALUATION
Slide 9: Esker and Kainos
TOP 20 HOLDINGS Esker Esker was founded as a software company in 1985 with a direct and simple vision in mind — to help businesses deliver their paper documents electronically. Today, Esker’s strategy is focused on developing and selling a cloud-based software platform for the automation VALUATION £
Slide 10: Radware and Volex
TOP 20 HOLDINGS Radware Radware is a global leader of cyber security and application delivery solutions for physical, cloud, and software defined data centers. Its award-winning solutions portfolio secures the digital experience by providing infrastructure, application, and corporate IT protection a
Slide 11: Seeing Machines
TOP 20 HOLDINGS Seeing Machines Seeing Machines, a global company founded in 2000 and headquartered in Australia, is an industry leader in vision-based monitoring technology that enable machines to see, understand and assist people. Seeing Machines' technology portfolio of AI algorithms, VALUATION £
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