David Toms

Head of Research, Director, Client Services

About me

David is Head of Research at Hg, leveraging over two decades of technology sector experience to provide broad market context to Hg’s deep cluster knowledge, researching how market trends and data impact new investment opportunities, existing portfolio companies, and potential exits.

David joined in 2018, after nearly twenty years in the public markets. Prior to Hg, he was Director of Technology Research at Numis, following the full size range of UK-listed public Software/IT services companies where he and his team were top-ranked for over a decade by investors and companies in the industry-wide Extel surveys.

David holds an MA in Natural Sciences from the University of Cambridge

Featuring David

Insight

Earnings growth wins every time

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Insight

Striking the balance: the tradeoff between growth and margin

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Insight

Pattern repetition... but you never step in the same river twice

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Insight

Cooler heads continue to prevail

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Insight

The trade-off between growth and margin

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News

The profitable vs. unprofitable trend continues

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Insight

Tech meltdown? David Toms Chart of the month

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Podcast

Why Tech is Deflationary in an Inflationary World

Episode details

Insight

Tech spend is forecast to double Insight over the next decade, but how?

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Insight

A relatively absolute Insight performance…

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Insight

What happened to the "Rule of 40"?

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