Afleveringen
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The UK Investor Magazine was thrilled to welcome Ed Croft, Founder and CEO of Stockopedia, to the podcast to explore how investors can employ rules-based stock picking to build market-building portfolios.
Register for ‘The Smarter Way to Build a Market-Beating Share Portfolio‘ webinar here.
Stockopedia provides investors with proprietary analysis tools to assist their stock selection. Based on a QVM philosophy (Quality, Value, and Momentum), these tools give investors the data required to build their own rules-based portfolio. Ed outlines the methodology behind the philosophy and the key company characteristics it seeks out.
Ed provides deep insight into Stockopedia’s NAPS portfolio built on the philosophy, outlining the stock selection methodology behind the portfolio that has returned an annualised 13% since inception, outperforming the S&P 500.
We discuss NAPS best performers since its inception, including Games Workshop, Dart Group and Jet2.
Rules-based investing can help remove the emotional element of investing. Ed discusses how investors can help manage the psychology of investing to focus on the core metrics of a company’s performance.
Discover the strategy that’s outperformed every UK equity fund over the past decade. Join a free webinar with Ed Croft, CEO & Co-Founder of Stockopedia, as he reveals how everyday investors can build a market-beating stock portfolio.
Register here.
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The UK Investor Magazine was pleased to be joined by Damon Rand, the founder of Cepro, to discuss their residential smart grids for new UK homes, which promise to disrupt both the new home and renewable energy markets.
Find out more about Cepro on Crowdcube here.
Cepro is an award-winning smart grid developer and operator based in the UK, specialising in developing and operating residential smart grids for new UK homes, combining solar power, battery storage and electric vehicle charging infrastructure.
The firm’s vision centres on decarbonising and decentralising home energy whilst helping housebuilders deliver all-electric, future-proof homes at reduced costs.
Cepro is addressing the challenge of high-carbon, gas-reliant centralised home energy systems at a time when housebuilders face mounting regulatory pressure and costs to deliver low-carbon infrastructure.
We discuss the company’s pipeline of commercial proposals covering over 11,000 homes and how Cepro aims to scale through strategic partnerships with builders in the growing UK new-build market.
Find out more about Cepro on Crowdcube here.
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The UK Investor Magazine was thrilled to welcome Rebecca Maclean, Co-Manager of Dunedin Income Growth Investment Trust, to the podcast to drill down into the trust’s portfolio and strategy.
Dunedin Income Trust takes a total return approach to UK and European equities to achieve a dividend yield of 4.8%.
Find out more about Dunedin Income Growth
We explore the trust’s stock selection process, and Rebecca provides deep insight into their selection process and how they identify high-quality companies that offer both growth and a sustainable income yield.
The podcast highlights several of Dunedin Income Growth’s portfolio holdings and Rebecca provides a fascinating overview of their investment thesis for holdings such as Assura, Chesnara and M&G.
Rebecca explains the opportunity in the trust’s shares ‘triple discount, which encompasses the attractive valuation of UK equities generally and the trust’s share price discount to NAV.
We discuss the macro influences that could support the trust’s holdings and why Dunedin Income Growth is a good choice to ride out tariff-induced volatility.
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The UK Investor Magazine was thrilled to welcome Dan Higgins, Founding Partner and Chief Investment Officer of Marylebone Partners, the manager of Majedie Investments, to the podcast for an in-depth exploration of the investment trust and its strategy.
This Podcast is essential listening for all individual equity and investment trust investors.
Dan starts by explaining their ‘liquid endowment’ approach to managing Majedie Investments, outlining their objective to deliver returns in excess of inflation through a deeply diversified and unique portfolio of equity-based investments.
Explore Majedie Investments here.
The Majedie Investments portfolio is constructed through allocations to three clear strategies: external managers, special investments and direct investments. Dan’s explanation of each strategy is truly fascinating, and the combination of the strategies creates a unique proposition for investment trust investors.
Dan explains why the trust should be considered by investors seeking an alternative to the US tech trade and why portfolios like Majedie’s could outperform over the next decade.
We address the current market volatility. Dan shares his views on navigating Trump-induced trade tensions and their implications for Majedie Investments.
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The UK Investor Magazine was thrilled to welcome Harald Braun, CEO of Guident, back to the podcast to discuss the recent deployment of their autonomous shuttles in West Palm Beach, new ‘watch bot’ programmes, and Guident’s upcoming IPO.
Harald provides an update on Guident’s IPO (30 min), detailing the imminent filing with the SEC. We discuss how Guident is bolstering the team ahead of listing on the NASDAQ.
Guident recently launched its MiCa shuttle in West Palm Beach. We explore the rollout and what’s next in the MiCa shuttles’ expansion across the US.
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The UK Investor Magazine was thrilled to be welcomed by Robert Hudson, Chief Financial Officer of Grainger PLC, to explore recent developments at the FTSE 250 build-to-rent specialist.
We start by looking at the group’s transition from a trading company to a REIT and the tax benefits for investors. Taking a broad view of Grainger’s proposition to investors, Rob notes the ability of retail investors to gain exposure to the UK rental market through an ISA by buying Grainger shares.
Grainger’s total rental income is up 15% in the early stage of their financial year. We look at the factors driving growth and the momentum the company is building in the build-to-rent sector.
We explore Grainger’s 5,000 property pipeline and the expected uplift in earnings.
Rob outlines the technological capabilities of the business and how the company’s CONNECT platform is designed to facilitate future growth and improved margins.
We discuss Grainger’s dividend track record and how the dividend will evolve as Grainger transitions to a REIT.
Rob finishes by detailing what excites him the most about the year ahead.
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The UK Investor Magazine was thrilled to be joined by GenIP’s senior management team to explore the company’s recent announcements, including full-year results and contract wins.
CEO Melissa Cruz and CFO Kevin Fitzpatrick outline the AI analytics company’s progress since their AIM IPO and the traction they’re gaining with global technology transfer offices.
Kevin provides a run-down of recently released full-year results and insight into GenIP’s cost base.
Melissa explains their relationships with clients and the positive feedback they’ve received. We discuss targets for profitability this year and whether GenIP are still on track to become profitable in 2025.
We discuss recent contract wins and the launch of new products later this year.
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The UK Investor Magazine was delighted to welcome Gaurav Narain, Principal Advisor of the India Capital Growth Fund, for a deep dive into Indian growth companies amid tariff-induced volatility.
The India Capital Growth Fund Investment Trust specialises in high growth Indian equities and has returned over 41% over the past three years.
Please find out more about the India Capital Growth Fund Investment Trust here.
We explore the trust’s approach to Indian equities and the drivers of performance in recent years. We also question whether these drivers remain intact and delve into the key factors behind the Indian growth story, which are likely to persist in the coming years.
We address tariff volatility and Gaurav provides his thinking on recent developments, which prove to be a breath of fresh air. The trust sees volatility as an opportunity to secure high-growth companies at more favourable valuations and is confident the composition of the Indian economy means it is one of the best protected from Donald Trump’s tariffs.
Gaurav outlines a number of portfolio companies, and we finish by looking at the outlook for Indian stocks.
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The UK Investor Magazine was delighted to welcome Nick Britton, Research Director at the AIC, to delve into the AIC’s Dividend Heroes; those investment trusts that have increased their dividends every year for 20 years or more.
Get the full list of Dividend Heroes here.
We explore the underlying asset classes the AIC’s dividend heroes invest in and why these asset classes are supportive of consistently growing dividends.
Nick explains the structural advantages of investment trusts, which allow them to pay and even increase dividends even during periods when the underlying portfolio companies may pause or cut their dividends.
We touch on a selection of Dividend Heroes and the characteristics they share, and how they differ in terms of dividend yields and dividend growth.
In addition to the Dividend Heroes, the AIC track’s ‘next generation’ Dividend Heroes that have grown their dividend for more than 10 years but less than 20 years. We compare the underlying asset classes of the next generation Dividend Heroes and reflect on the evolution of investment trusts over the years.
Find out more about Next Generation Dividend Heroes.
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The UK Investor Magazine was delighted to welcome Martin Connaghan, Co-Portfolio Manager of the Murray International Trust, for a deep dive into the trust and its approach to building a high-conviction global income portfolio.
Find out more about the Murray International Trust here.
We start by exploring the trust’s geographical weighting and why the Murray International Trust is underweight the United States.
Martin provides insight into the trust’s stock selection process and how they blend bottom-up research with positioning for macro influences such as tariffs and AI.
We discuss individual portfolio companies, including Broadcom and Taiwan Semiconductor and how the trust has been managing its positions in some of the portfolio’s largest holdings.
Martin finishes off by outlining what excites him about the year ahead and what keeps him up at night.
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The UK Investor Magazine was delighted to welcome Gabriel Sacks, Manager of abrdn Asia Focus, for an insightful conversation around the trust and the Asian smaller companies universe.
Find out more about abrdn Asia Focus here.
We start by looking at the trust’s investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long term from a portfolio made up of quality smaller companies in the economies of Asia, excluding Japan.
Of notable interest to investors, we look at the parameters and attributes the managers use to gauge quality.
Gabriel provides a fascinating overview of the factors driving the trust’s portfolio weighting geographically, paying particular attention to India and China.
We explore key themes of tariffs and AI and how they play into the trust’s approach.
Gabriel outlines several of his favourite portfolio holdings and the opportunity for Asian smaller companies in the year ahead.
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The UK Investor Magazine was delighted to be joined by Unite Group CEO Joe Lister to delve into the FTSE 100 student accommodation specialist’s recent results and growth plans.
We start by exploring the rental growth across Unite Group’s portfolio of student accommodation and the factors influencing demand.
Joe explains a shift in Labour’s tone around international students, who make up around 30% of the students that rent Unite’s properties.
We look at the company’s committed pipeline of £1.2bn of new properties, drilling down into the specific cities Unite has earmarked for expansion and the features and amenities Unite is providing its students.
Unite Group’s dividend rose 5% over the past year; Joe outlines the group’s dividend policy and factors the could drive future dividend growth.
Joe finishes off by sharing the three things that excite him the most about the year ahead.
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The UK Investor Magazine was delighted to welcome Mike Maddison, CEO of NCC Group, to the podcast to explore the FTSE 250 cyber security specialist.
We explore NCC Group’s growth opportunities as the world becomes increasingly digitalised, and new threats to organisations emerge.
Mike explains NCC’s growth strategy and how the business is evolving to meet clients’ demands.
The company has recently announced improving margins and a return to growth. Mike provides insight into the key drivers behind the numbers.
NCC Group recently announced the extension of a contract with TikTok. We explore this partnership and touch on NCC’s wider customer base.
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The UK Investor Magazine was delighted to welcome Wylde Market CEO Nick Jefferson to the podcast to discuss the company’s crowdfunding campaign and its growth opportunities.
Find out more about Wylde Market here.
Wylde Market operates as an online farmers’ market facilitating direct transactions between consumers and producers.
The business was born out of Nick’s frustrations with supermarkets’ dominance of the UK grocery market and their treatment of food producers.
Customers can purchase from multiple vendors across the Wylde Market, receiving their selections in a single sustainable package through nationwide delivery.
The business model lends itself to rapid scaling in a growing market as it doesn’t maintain inventory or delivery infrastructure. Wylde Market serves as an intermediary platform connecting consumers seeking diverse, sustainable food options with producers looking to expand their customer base.
The company generates revenue by charging a 33% commission on each transaction and is led by an experienced management team with backgrounds in brand development and retail.
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The UK Investor Magazine was delighted to welcome Daniel Kos, CFO of PPHE Hotel Group, to discuss the group’s recent results and future growth plans.
PPHE Hotel Group is an FTSE 250 constituent with a market cap of £545m and a dividend yield of 2.9%. The company operates hotels under brands including Park Plaza, Art’otel, and Radisson Red.
Daniel outlined their diversified portfolio, highlighting revenue streams across 51 European hotels with particular growth in key metropolitan markets. We discuss recent financial performance and the key drivers of growth of the past year.
The discussion highlighted their £300 million development pipeline, with Daniel emphasising how new openings feature enhanced guest experiences that distinguish them from the competition.
When questioned about future growth beyond current projects, Daniel explained their opportunistic approach and several cities they had on their watchlist.
Daniel outlines PPHE’s progressive dividend policy, which saw a 5% increase to 38p in 2024.
We finish by discussing the biggest opportunities and risks for the year ahead.
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The UK Investor Magazine was delighted to welcome Rathbones Investment Management’s Co-Chief Investment Officer, Edward Smith, to the podcast.
This episode focuses on Rathbones’ 2025 Outlook and explores the AI trade, DeepSeek’s emergence, Trump tariffs, UK equity valuations, European growth, and China.
Explore Rathbones’ 2025 Outlook here.
Amidst concerns over Trump’s tariffs, Edward identifies potential opportunities for investors prepared to look beyond the gloom. We examine the US AI rally and explore whether DeepSeek’s emergence threatens to derail the entire global equity market.
Edward offers a fascinating insight into the key metrics his team uses to assess the value of AI stocks and technology shares and what recent analysis suggests.
When discussing US equity concentration, we consider whether the Magnificent Seven’s market dominance will persist and highlight sectors that could broaden the US equity rally.
We compare and contrast the sluggish growth in Europe with the UK’s economic landscape, outlining key differences and assessing relative investment attractiveness between the two markets.
The conversation examines China’s evolving role in global growth, questioning whether it still serves as the primary growth engine it once was. Edward identifies alternative geographies he believes are positioned to fill any potential gap left by China.
To conclude, Edward offers insights into which markets present the best relative value in 2025 and where they anticipate the strongest growth potential.
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The UK Investor Magazine was thrilled to welcome Michael Field, Chief Equity Market Strategist EMEA at Morningstar, back to the podcast to explore the German election and the potential impact on equities.
We start by looking at the major influences on the German elections, including immigration and cost of living, and the consensus regarding possible results. Michael outlines investor positioning going into the election and what the main policies investors should be aware of.
We explore the sectors that could benefit most, and Michael highlights individual stocks his team have picked out as possible beneficiaries of the election.
Elections can dramatically impact equities, and we look at possible market reactions and how the base case result impacts German elections in the immediate and longer-term reaction.
To finish off, we explore the alternative scenario in the case Merz’s CDU is not the biggest party and what the fallout could be.
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The UK Investor Magazine was thrilled to welcome Niall Pearson, Director of Hybridan, to the podcast to lift the lid on two exciting small caps: Physiomics and MediaZest.
Physiomics is a leading oncology consultancy that leverages advanced computational modelling and simulation to optimise drug development. The company has supported over 100 commercial projects spanning discovery, pre-clinical and clinical studies. Through their Model Informed Drug Development approach, Physiomics helps biotechnology and pharmaceutical companies make more informed decisions and streamline their development processes.
MediaZest specialises in providing cutting-edge audio-visual solutions, with a particular focus on digital signage and audio systems for prominent retailers, brand owners and corporations. The company offers a comprehensive end-to-end service, encompassing everything from initial content creation and system design through to installation, technical support and ongoing maintenance, positioning itself as an integrated solutions provider in the audio-visual sector. The company is increasing recurring revenues and expects to become EBITDA-positive in the near term.
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The UK Investor Magazine was delighted to welcome Dr Clifford Gross, CEO of Tekcapital, back to the podcast to delve into the technology incubator’s 2024 portfolio results and what could be in store in 2025.
We start by reviewing the portfolio’s performance in 2024, paying particular attention to the impact of MicroSalt and GenIP’s IPOs.
Dr Clifford Gross outlines plans for Guident’s proposed NASDAQ listing and what it means for Tekcapital’s overall strategy.
We finish by exploring the roadmap for Tekcapital to return net asset value growth to shareholders via special dividends.
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The UK Investor Magazine was delighted to welcome Bang! Curry Co-Founders Mark Johnson and Shelly Nuruzzaman to the Podcast to discuss Bang! Curry’s current funding round.
Find out more about Bang! Curry here.
Mark and Shelly outline Bang Curry’s growth plans and their achievements to date.
Bang! Curry has developed an Indian curry kit product tailored to the growing trend of ‘scratch cooking’ and people taking a greater interest in the cooking process of Indian foods.
The company’s products have been stocked by Waitrose since Q4 2024, representing a significant milestone for the company, which has forged four distinct revenue streams for its innovative curry kits.
Food service is a significant part of the business, and the company has begun exporting to the United States with bulk products available in TJX stores.
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.Take 2 mins to learn more
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