UK Investor Magazine

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.

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.

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.

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.

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. 

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.