Residential smart grids for new UK homes with Cepro
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. Hosted on Acast. See acast.com/privacy for more information.
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Identifying high-quality UK equities and achieving a market-beating dividend yield with Dunedin Income Growth
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 GrowthWe 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. Hosted on Acast. See acast.com/privacy for more information.
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A highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments
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. Hosted on Acast. See acast.com/privacy for more information.
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Accelerating towards IPO with Guident’s Harald Braun
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. Hosted on Acast. See acast.com/privacy for more information.
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Investing in UK Build-to-Rent with FTSE 250 Grainger
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. Hosted on Acast. See acast.com/privacy for more information.
The UK Investor Magazine provides analysis and insight into the world of investing, covering shares, funds, private equity and alternatives. Hear from UK-listed business leaders and the professionals at the forefront of the UK investment industry. Hosted on Acast. See acast.com/privacy for more information.
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