Afleveringen
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The UK Investor Magazine was thrilled to welcome Karen Brade, Chair of the Keystone Positive Change Investment Trust, to discuss why retail investors must vote against opportunistic and cynical plans by Saba Capital to take control of seven investment trusts.
Saba Capital has launched an attack against seven investment trusts by requisitioning meetings in an effort to take control of the board and impose their own investment strategies.
Visit the UK Investor Magazine Investment Trust Centre here.
The trusts subject to requisition are Baillie Gifford US Growth Trust, CQS Natural Resources Growth & Income, Edinburgh Worldwide Investment Trust, Henderson Opportunities Trust, Herald Investment Trust, Keystone Positive Change Investment Trust and the European Smaller Companies Trust.
Karen details the steps Keystone has taken to engage with Saba Capital and the disingenuous tactics employed by the US Hedge Fund in the run-up to requisitioning the removal of investment trust boards.
We explore the potential consequences for investors if Saba is successful and the importance of retail investors voting against requisition proposals.
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The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of the Vietnam Holding Investment Trust, back to the podcast for a review of 2024 and a look at what investors can expect to look forward to in 2025.
Explore Vietnam Holding’s Investment Trust Centre
Vietnam Holding’s peer group-leading performance has been recognised by several awards, including the UK Investor Magazine’s ‘Best Emerging Markets Trust’ and similar recognitions from Citywire and Investment Week.
We start by delving into the factors that put Vietnam Holding at the front of the peer group. We look at drivers of performance and narrowing discount-to-NAV over the past year. Craig explains Vietnam Holding’s innovative reception scheme and the crucial part in played in allowing the trust to expand the size of its fund.
Craig finishes by outlining what investors have to look forward to in the year ahead.
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Zijn er afleveringen die ontbreken?
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The UK Investor Magazine was thrilled to welcome Nicolas Vocos, the founder of LND, a digital lending platform revolutionising real estate financing in the UK and Europe.
Find out more on Republic
Vocos explains that LND was created to address a significant gap in the market, where small and mid-market borrowers struggle to secure funding due to banks’ retreat from the sector and burdensome regulations. The platform aims to connect institutional investors directly with real estate businesses seeking flexible loans.
Vocos discusses LND’s strategic partnerships, including agreements with Aeon Investments, a major UK banking group, and CBRE, one of the world’s largest commercial loan servicers. These partnerships strengthen LND’s market presence and expand its capacity to service real estate loans across the UK.
The company has assembled an experienced team from top investment institutions, bringing decades of real estate expertise to the platform.
LND is raising £1m in a scale-up round at what Vocos describes as an attractive valuation for early investors. The funds will be used to fully digitise the platform and accelerate team growth, with the company targeting loan deployments of £300m in 2025 and over £500m in 2026. This expansion is expected to generate significant fee income, with current deployments of £200m already generating approximately £6m in fees over a 2-3 year loan life.
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The UK Investor Magazine was delighted to welcome Mike Coop, Morningstar Wealth’s Chief Investment Officer, for a deep dive into their Outlook for 2025, covering topics including portfolio construction, key investment themes and the microenvironment.
Download Morningstar’s 2025 Outlook Report here.
We examine global markets for potential opportunities, with particular attention to how traditional portfolio allocation strategies may need to adapt. We explore the conventional 60/40 split between equities and bonds in light of changing market conditions and economic cycles.
As we navigate through varying risk profiles, investment opportunities are emerging across the spectrum. For those seeking higher returns, several compelling options have been identified, though these must be weighed against increased risk exposure. Meanwhile, conservative investors face the challenge of adapting to a falling interest rate environment. The role of interest rates remains crucial across all investment theses, introducing both opportunities and potential risks that require careful consideration.
China has emerged as a notable medium-term opportunity in Morningstar’s 2025 outlook. The discussion around this market centres on identifying the most effective methods for investors to capture potential returns while managing associated risks.
The UK housing sector, particularly housebuilders, has been identified as an area of potential strength for 2025. This outlook is supported by several key drivers that Mike outlines in detail.
The evolution of artificial intelligence continues to shape investment opportunities and we consider the next stage for public markets. While semiconductor manufacturers represented the first wave of public market opportunities in the AI space, we look at how attention is now turning to identifying the second wave of AI-driven investment potential for 2025.
Interest rates remain a central theme throughout these discussions, acting as a key variable that could significantly impact investment theses across all sectors and regions. This underscores the importance of maintaining flexibility in investment strategies and being prepared to adjust as market conditions evolve.
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The UK Investor Magazine was thrilled to welcome Bob Flint, CEO of Mirico, to discuss their methane detection technology and current crowdfunding campaign.
Visit Mirico’s Crowdfunding page here
Mirico is a climate technology company that has developed an innovative laser sensor and analytics platform for detecting methane emissions, which are responsible for one-third of global climate change.
Sign up for ‘Meet the CEO’ webinar 7th January 2025
Their technology provides continuous, precise monitoring capabilities that enable industries to identify and fix even small or short-lived methane leaks in real-time, distinguishing them from competitors who typically only offer periodic snapshot surveys.
Bob outlines Mirico’s market traction with over 20 deployments across five continents, serving customers in oil and gas, landfill, biogas, and agriculture sectors, including major players like Shell. Their intellectual property is protected through three patent families and three trademarks, while their business operates primarily on a hardware-enabled SaaS model, providing emissions insights as a service.
Operating in a rapidly expanding market with a total addressable market of $14.9 billion and a serviceable addressable market of $2.9 billion, Mirico has attracted investment from notable VCs and industry players, including UKI2S, Foresight Williams, Oxford Innovation, New Climate Ventures, and Shell Ventures. The company is currently seeking funds to accelerate sales efforts, deliver on pilot projects, secure additional international pilots, and refine its digital platform.
Disclaimer: Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you are unlikely to be protected if something goes wrong.
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The UK Investor Magazine was thrilled to welcome Kevin Limn, CEO of Adsure Services, to run through the business assurance specialists’ half-year report.
Please visit the Adsure Services investor hub here.
Adsure Services delivered stellar performance during the half-year period. Revenue grew 19%, driving gross profit 46% higher. The most important takeaway for investors was a 60% increase in the interim dividend.
We explore the factors driving higher sales and how Adsure Services delivers on its growth strategy.
Kevin finishes by highlighting what investors can look forward to in 2025.
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The UK Investor Magazine was delighted to welcome Lord David Willetts, Chairman of GenIP, to the podcast to explore the opportunity for GenIP in technology transfer and the company’s plans for the future.
Lord Willetts served as Minister for Universities and Science before moving to the House of Lords. Lord Willets sees his role at GenIP as an excellent opportunity to harness his deep experience in innovation and utilise Generative AI to help University Technology Transfer Offices boost the commercialisation of new technological discoveries.
We explore how GenIP is helping enhance the success rates for technology transfer and the problems GenIP is fixing for technology transfer offices.
Lord Willetts finishes by outlining what he’d like to see GenIP achieve in 2024.
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The UK Investor Magazine welcomed Fawzi Hanano, Chief Development Officer of Cornish Metals, to explore the London-listed tin miner’s recent developments.
We start with tin’s broad electrical applications. Tin is a strategic metal vital in the manufacture of electric cars, computer chips, and the energy transition.
Fawzi highlights the importance of tin in the artificial intelligence boom and the use of tin chips and data centres powering technology adoption.
We discuss the importance of the Western world securing a reliable tin supply amid disruption in Asian markets.
Cornish Metals owns 100% of the South Crofty tin mine in Cornwall. Fawzi outlines plans to bring the mine back into production and ensure the UK’s tin supply for decades to come.
To finish, Fawzi highlights three things investors should keep an eye out for in 2025.
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The UK Investor Magazine was delighted to welcome Emma Bird, Head of Investment Trusts Research at Winterflood, to lift the lid on the UK Investment Trust space.
Visit Winterflood Fund Insight here.
This podcast, which drills down into the fundamental factors at play in the Investment Trust space, is a must-listen for investors.
We start by looking at narrowing in Investment Trust discounts, particularly in private asset trusts, and the factors driving share price gains against NAVs.
Emma highlights particular sectors that offer value on a discount and income basis compared to the wider Investment Trust universe.
We explore some individual Investment Trusts that emerged as winners from the US election as investors positioned for President-elect Trump’s policies.
Emma concludes by outlining why investors should consider Investment Trusts over OEICs, Unit Trusts and ETFs.
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The UK Investor Magazine was delighted to welcome Charles Luke, Manager of the Murray Income Trust, to the podcast to explore the trust’s investment strategy and the factors driving investor returns.
Charles outlines their approach to UK Equity Income, centring around the ‘Three Ds’: dependability, diversification, and differentiation.
The Murray Income Trust retains over 50% of dividend revenue for consistent growth. The Murray Income Trust is a true dividend hero, continually increasing dividends for 51 years and yielding 4.7%.
Charles details recent additions to the portfolio and shares what excites him the most about being a UK Equity Income manager over the coming 12 months.
Find out more on the Murray Income Trust website
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The UK Investor Magazine was delighted to welcome Tekcapital CEO Dr Clifford Gross back to the podcast to run through the latest developments for portfolio companies.
We discuss Guident’s latest update and the accelerating growth opportunity in Autonomous Vehicles as Elon Musk joins Donald Trump’s administration. Cliff touches on the Guident IPO and what investors should expect in 2025.
Cliff shares Tekcapital’s views on GenIP’s progress and whether the Generative AI company has met or exceeded expectations.
We finish with a summary of recent Innovative Eyewear and Belluscura developments/.
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The UK Investor Magazine was delighted to welcome Marc Kimsey, Director at F&O Research, back to the podcast for a deep dive into a range of US and UK equities.
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We start with a look at macroeconomics and geopolitics before moving on to individual shares.
We discuss Nvidia results and the implications for the wider equity market. The reaction in shares was fairly muted, but Nvidia still holds the key to the entire AI-related rally.
Marc explores UK shares BP, Barclays, and Natwest. Oil prices have weighed on BP and we question how long the softness in BP can last.
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The UK Investor Magazine was thrilled to welcome Professor David Gann CBE, Non-Executive Director of GenIP, to the podcast for an insightful conversation around technology transfer, UK startups and Generative AI.
Professor David Gann OBE explains the strides forward the UK’s venture capital industry has made over the past 20 years and the critical relationship between venture capital and University technology transfer offices.
Drawing on his experience as Chair of UK Industrial Fusion Solutions, Non-Executive Director of VenCap and previous position as the Chair of the UK Atomic Energy Authority, David provides deep insight into the UK’s strengths in innovation and how technological discoveries are commercialised.
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The UK Investor Magazine was thrilled to welcome Marc Kimsey, Director of F&O Research, for a deep dive into US and UK equities in the wake of the US election and UK budget.
The US election and UK budget have deep consequences for equities. Marc explores the biggest winners and losers from the most significant risk events of 2024.
We discuss UK equities touching Barclays, Lloyds, Vistry, and Taylor Wimpey.
Our conversation explores whether the FTSE 100 shares should just be considered an income play or whether there are any hopes of growth for the index.
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The UK Investor Magazine was delighted to welcome Clifford Gross, CEO of Tekcapital, back to the Podcast for a run-through of the latest developments for portfolio companies.
We welcomed Clifford to the Podcast just a couple of weeks ago to catch up on recent progress. However, after sharp moves this week in Innovative Eyewear and MicroSalt, we asked Clifford back on the podcast to provide further details about the factors driving the reratings in shares.
We discuss the broad adoption of low-sodium products and the tailwinds for MicroSalt. We finish by running through Innovative Eyewear’s latest launch: safety smart eyewear.
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The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, back to the podcast to discuss the Generative AI analytics company’s technology and the real-world benefits of its services.
We start by discussing technology transfer from research organisations to commercialisation, highlighting leading companies such as Google and Paypal, which started life as university discoveries.
We explore the value created by technological discoveries and how GenIP is helping more of these innovation reach full commercialisation.
Melissa provides deep insight into GenIP’s AI models and what differentiates them from existing services like ChatGPT.
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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, to the podcast for a comprehensive look at recent portfolio company developments.
Tekcapital is a technology investment company listed on London’s AIM investing in university technology with large addressable markets.
We start with discussing the GenIP IPO and the strong level of orders the company has enjoyed since launching Generative AI services.
Clifford moves on to provide an update on progress at smart eyewear portfolio company Innovative Eyewear and what investors can expect in the near future.
Investors will be interested to hear MicroSalt could be making significant announcements about their B2B business in the comings months. This was just a suggestion and isn’t guaranteed, but there seems to be something bubbling away with potentially ‘blockbuster’ news on the horizon.
We touch on Guident and Belluscura before the Tekcapital CEO outlines what excites the company the most about the year ahead.
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The UK Investor Magazine was thrilled to welcome Stephen Rosser, Investment Director and UK Counsel at the NextEnergy Capital, the manager of the NextEnergy Solar Fund, to the podcast for a comprehensive update of this year’s progress.
Explore the NextEnergy Solar Fund in the UK Investor Magazine Investment Trust Centre
The big attraction to the trust for investors is the 10% dividend yield and we give the dividend policy and outlook the attention it deserves.
Before that, Stephen provides a comprehensive overview of the trust and its assets, explaining the key growth opportunities in solar.
The NextEnergy Solar Fund has over 100 solar assets with a capacity of 980MW making it a vital contributor to the UK’s target of 70GW capacity by 2035.
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The UK Investor Magazine was delighted to welcome Melissa Cruz, CEO of GenIP, to discuss the company’s growth plans on the morning of their AIM IPO.
Melissa outlines a strategy focused on recurring revenues from Generative AI services delivered to the world’s leading research institutions.
GenIP helps research organisations bridge the gap between technological discoveries and commercial viability. The potential market for GenIP runs into the thousands of organisations.
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The UK Investor Magazine was delighted to welcome Nick Purves, Fund Manager of the Temple Bar Investment Trust, for an insightful discussion about UK shares and the trust’s approach to value investing.
Explore the Temple Bar Investment Trust in the UK Investor Magazine Investment Trust Centre.
Temple Bar are value investors seeking out UK shares that trade at a discount to their intrinsic value, with an acceptable margin of error.
We discuss the trust’s strategy and several holdings, including Shell, Marks & Spencer, and NatWest.
We also look at the wider UK stock market, exploring the general environment for UK stocks and current valuations that are attracting takeover bids from overseas companies. Nick notes just how many of the Temple Bar’s portfolio’s holdings have been subject to takeover interest.
Nick outlines the positive impact of share buybacks, which are ‘driving enormous value creation for shareholders’. This is one potential catalyst Nick sees for a rating of UK stocks.
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