👤 Who Is Katie Potts?

• Katie Potts (born around 1959–1960, making her about 65 years old in 2025) is the founder and Managing Director of Herald Investment Management Ltd., established in 1993. She’s also lead manager of the Herald Investment Trust, launched in 1994, and the Herald Worldwide Technology Fund, started in 1998 heralduk.com+12Moneyweek+12LinkedIn+12Fidelity International+1MarketScreener+1.

• Her early career included roles at GKN, Baring Asset Management, and SG Warburg, where she was a top-ranked technology analyst before moving into fund management MarketScreener+5Moneyweek+5Fidelity International+5.

📈 Katie Potts & Herald Investment Trust

• Herald Investment Trust plc is a FTSE 250-listed fund focused on small- and mid-cap technology, media, and telecom (TMT) companies. It reached a net asset value (NAV) of £1.3 billion by December 2022, despite a 2022 NAV dip. Annual Reports+1Wikipedia+1

• Over its lifetime, £10,000 invested in 1994 grew to over £90,000 by 2017, compared with £52,000 in the FTSE 100—an annualized outperformance of ~3%, and ~5% per year in recent decades Moneyweek.

• Katie has supported over 68 tech companies, including ARM, YouGov, and Admiral, many of which went on to deliver significant returns The Times.

💰 Katie Potts Net Worth (Estimated)

• Exact figures are unknown, but as founder/director with a 15–16% stake in Herald Investment Management (HIML, valued around £4.4m in 2019), and decades of fund performance-based compensation, her net worth is likely in the £8–12 million range or higher QuotedData+1heralduk.com+1.

• She’s not publicly press-shy about wealth, consistent with a privately held executive profile.

👨‍👩‍👧 Katie Potts Family & Background

• Potts is known to be private about her family and currently a long-standing resident of Oxfordshire and/or London.

• She rose from a modest academic background—studying Engineering Science at Oxford on a GKN scholarship—without coming from a public moneyed background Bloomberg.com+1Moneyweek+1Fidelity International+2QuotedData+2The Times+2.

• She embraces a low-profile lifestyle, letting her fund performance speak for her rather than media presence The Times+1Citywire+1.

🎯 Investment Strategy & Performance

• Sector focus: Companies with leading tech and media infrastructure, globally.

• Contrarian value: Invests early in underfollowed, high-potential small-cap tech, building meaningful stakes and holding long term Annual Reports+7Moneyweek+7MarketScreener+7.

• Support during downturns: Notably stayed loyal during the dot-com bust and downturns, earning a reputation as a “bad-weather friend” to investee firms The Times.

• Performance: Primarily beaten benchmarks—long-term NAV growth of 11.4% annually from inception and multiple NAV cycles outperforming FTSE and Nasdaq equivalents Annual Reports.

🧩 Quick Facts Snapshot