Last checked at 
1 Apr 2020 14:12
Herald Investment Trust - Update research from QuotedData
1st April 2020
Change is a coming
Following an excellent year of performance during 2019 (a net asset value (NAV) total return of 27.5%), Herald Investment Trust (HRI) has seen its discount widen and the value of its portfolio companies fall since the outbreak of covid-19.
As authorities scramble to contain the virus, our lives are changing in significant ways. Inevitably, technology is enabling these changes and this will accelerate the demand for associated products (Internet (VoIP) phones, teleconferencing services, remote desktop access, VPNs, etc) and will likely offer other solutions to the challenges that society currently faces. With HRI's discount elevated and its holdings cheaper than they have been, the current environment may offer a good entry point for the patient investor.
Full research:
https://quoteddata.com/research/herald-investment-trust-change-coming-2/
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