UK Investor Magazine

The UK Investor Magazine was delighted to be joined by Fiona Cincotta, Financial Market Analyst at StoneX, to break down the latest developments in markets.

We cover US exceptionalism, AI stocks, oil, EUR/USD, and Bitcoin.

Fiona provides her view on US exceptionalism and how US stocks may perform compared to European stocks in the coming periods. We explore recent volatility and question whether there is an element of complacency...

The UK Investor Magazine was delighted to welcome Christian Marston, COO of Altilium, to delve into the UK clean tech’s specialist EV recycling process and the opportunity for investors.

Explore Altilium on Republic here.

Altilium is a UK clean technology company that recycles old EV batteries into sustainable battery materials, supporting Britain’s transition to net-zero emissions. The firm aims to create a circular eco...

The UK Investor Magazine was delighted to be joined by Kevin Limn, CEO of Adsure Services, to delve into the company’s TIAA Insight AI tool.

Learn more about Adsure Services here.

TIAA Insight is Adsure Services’ proprietary artificial intelligence tool designed to improve operational efficiency within their subsidiary, TIAA Ltd, which provides internal audit and business assurance services.

The AI tool is built using a cl...

Tekcapital’s CEO joins the podcast to delve into the company’s annual results and plans to broaden investments in Generative AI.

CEO Dr Clifford Gross starts by running through Tekcapital’s 2024 financial performance and the 40% uplift in the group’s portfolio value.

The conversation quickly moves to generative AI and the company’s plans to make further investments in the sector. Gross outlines and interest in early-stage Age...

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, ...

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, ...

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 insi...

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 Inv...

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 ...

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 ren...

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 ...

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 explor...

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.

N...

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 provi...

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 ...

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 Un...

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 margi...

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 gr...

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 Eur...