UK Investor Magazine

The UK Investor Magazine was delighted to welcome Ed Croft, CEO of Stockopedia, back to the podcast to explore the key drivers of returns in 2025 and look forward to 2026.Register here to learn how to identify stocks with a higher probability of market outperformanceThe podcast explores Stockopedia’s NAPS (No-Admin Portfolio System) portfolio, which has achieved remarkable returns of 345% since inception, approximately 15% annualised, over 11 years.The 2025 portfolio generated a 32% return with a 75% hit rate (15 winners out of 20 positions), outperforming 208 out of 209 fund managers in the IA UK All Companies sector, according to Stockopedia data.This success was achieved with just one hour of work per year, focusing on unloved UK value stocks rather than chasing popular US tech stocks.The discussion centred on moving investors from being “gamblers” chasing story stocks to becoming “craftsmen” following systematic, rules-based approaches. The NAPS strategy uses Stockopedia’s StockRanks system, which evaluates stocks from 0-100 based on three factors: Quality (profitability), Value (cheapness), and Momentum (price strength).The portfolio employs a “3D Process” – Drivers (high-ranking stocks), Diversity (20 stocks across 10 sectors using a “Noah’s Ark” approach), and Discipline (annual rebalancing).The 2025 portfolio’s success stories included gold stocks Serabi Gold and Metals Exploration (both up over 160%), and several takeover targets like Alliance Pharma (+41%). The podcast emphasised that good, cheap stocks attract buyers, particularly in the unloved UK market where low valuations create abundant takeover activity. Even the portfolio’s worst performer, Hikma Pharmaceuticals (-25%), didn’t sink overall returns due to proper diversification.Register here to learn how to identify stocks with a higher probability of market outperformanceThe podcast concluded by teasing the 2026 NAPS portfolio, due for publication on January 1st, which features takeover-candidate recovery stocks with an average 3.7% yield, including household names like Vodafone and GSK alongside small-cap turnarounds. A webinar was announced for January to teach the 3D process in detail, reinforcing the message that systematic, evidence-based investing should be “fun, profitable, and less emotional.”

The UK Investor Magazine was delighted to welcome the founding team from Open Forest Protocol to the podcast as the carbon credit and forest management platform begins its crowdfunding round. Please find out more about the Open Forest Protocol here.Open Forest Protocol is on a mission to boost transparency and digitalise forest restoration by enhancing investors’ access to information. The voluntary carbon credit market is set to be worth $100 billion by 2050, and Open Forest Protocol believes enhancing verification channels is key to achieving this.The company is a World Economic Forum UpLink Top Innovator and already has 300 live projects.

he UK Investor Magazine Podcast was delighted to welcome Filip Lövström, CEO of Roam Electric, who joined Jeremy Naylor to discuss the firm’s rapid expansion in the African electric motorcycle market.Find out more about Roam Electric here.Roam Electric is a Swedish-founded, Kenyan-based company transforming African mobility by manufacturing affordable, durable electric motorcycles designed specifically for local conditions.The company addresses a critical problem: Africa’s 25 million motorcycles are predominantly petrol-powered, costly to operate, and heavily polluting. With fuel costs having increased 123% over five years and air pollution linked to 1.1 million premature deaths, Roam’s electric motorcycles offer a solution that is 80% cheaper to run than conventional petrol bikes.The company has achieved remarkable traction, capturing 40% of Kenya’s electric motorcycle market and partnering with major platforms including Uber, Bolt, DHL, and M-KOPA.The Financial Times recognised Roam as one of Africa’s fastest-growing companies in 2025, with revenue growth of 550% between 2020-23 and annual recurring revenue of €7.5m.Roam operates East Africa’s largest electric motorcycle assembly plant at 10,000 square metres and holds what it believes is the only manufacturing licence in Kenya.

The UK Investor Magazine was delighted to welcome Krystal Lai, Head of Communications at Majestic Corporation, back to the Podcast for another insightful discussion around critical minerals and urban mining.This time, we focus on critical metals and AI infrastructure.Download the 'Critical Minerals in AI Infrastructure' report.This episode explores AI infrastructure’s material demands and the data centre waste recycling opportunity.We look beyond AI’s power consumption to the physical metals driving the technology and their end-of-life value.The conversation examines specific metals in GPUs and AI hardware, assessing how infrastructure buildout affects global metal demand and how recycling is a key element to securing future supply.Krystal details which AI infrastructure metals urban miner Majestic recovers, their current exposure to data centre waste, and the projected growth in this segment.We finish by looking at how Majestic is positioning to capture the opportunity.

The UK Investor Magazine was thrilled to welcome Nick Train, Fund Manager of the Finsbury Growth & Income trust, for an enthralling discussion about Finsbury Growth & Income and his focus on data-rich companies successfully deploying AI.Find out more about Finsbury Growth & IncomeFund manager Nick Train discusses his investment strategy for the Finsbury Growth & Income trust, with particular focus on the role of digitalisation and artificial intelligence in the portfolio.Train explores the trust’s objectives and strategic approach to meeting them, whilst addressing the long-standing undervaluation of UK equities and potential catalysts for a market re-rating.He explains his preference for a concentrated investment approach over broader diversification and the value creation enabled by data analytics in data-intensive companies.The conversation examines the trust’s positioning towards AI technologies and its framework for evaluating technology investments.Train shares insights on several key holdings, including RELX, LSEG, and Rightmove, discussing what makes them compelling investments and how they’re performing against expectations.We also discuss the consumer element of the portfolio and why Nick sees value in names such as Diageo and Burberry.The discussion concludes with Train’s outlook for the year ahead and what particularly excites him about future opportunities in the digitalisation and AI space.

The UK Investor Magazine was thrilled to welcome Dan Daly, Founder & CEO of Occuity, and CCO Mark Jenkins to delve into Occuity’s eye scanning disease detection technology.Find out more about Occuity on Republic here.Occuity is developing handheld, non-contact devices that use the eye as a window to the body’s health.The company’s patented optical technology already addresses glaucoma and myopia, while future products will target disease screening and, ultimately, a non-invasive glucose meter for diabetes monitoring.Occuity enables screening of glaucoma, myopia and diabetes through optical MedTech backed by 15 patents and £4 million in grant funding. Its first product is selling globally through 19 distributors. The company has established a proven platform with a strategic pipeline of products in development.The company has been busy forging commercial partnerships and is well placed to push forward with its growth strategy on the completion of their current fundraising round.

Jesse Myers, Bitcoin Strategy Consultant of The Smarter Web Company, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountThe Smarter Web Company provides web design, development and online marketing services on a subscription model, comprising an initial setup fee, annual hosting charges and optional monthly marketing fees. The business has identified opportunities to expand these core service offerings to its existing client base.Beyond organic expansion, The Smarter Web Company is pursuing a strategic acquisition programme to increase its client portfolio and recurring revenue streams. Management will evaluate potential acquisitions on a selective basis, proceeding only when market conditions and strategic fit align with their objectives.

Shaun Hinds, CEO of Newbury Racecourse, joins Jeremy Naylor as part of the UK Investor Magazine Aquis Showcase Series running up to the event on 19th November.Please register for the Aquis Showcase here using the code ‘UKINVEST’ for a 20% discountNewbury Racecourse, established in 1904, has been publicly listed since 1982.The venue hosts 28 horse racing fixtures annually across National Hunt and Flat racing, supplemented by additional meetings allocated by the British Horseracing Authority. Beyond racing, the company runs conferences, exhibitions and events, whilst also operating The Rocking Horse Nursery (accommodating over 150 children up to age four) and a 36-bedroom on-site hotel.It also owns the freehold on 13 apartment blocks around the track.

Join us for an insightful conversation with Russell Shor, Senior Market Strategist at Tradu, as we delve into UK interest rates, the bond market, the FTSE 100, and the gyrations in US AI stocks.Find out more about Tradu here.In this episode, we dive deep into the Bank of England’s latest interest rate decision and its unexpected implications, explore the potential trajectory of the BoE’s rate cuts heading into the next meeting, and analyse what the GBP/USD pair’s immediate reaction signals about currency markets.Russell shares his expert perspective on critical questions shaping investment strategies: Is the current budget a bond market narrative or something more nuanced? Could the FTSE 100 reach the psychological 10,000 milestone before Christmas? We also examine growing concerns about AI’s impact on the US dollar and break down Palantir’s dramatic market reaction.Looking to the year-end, Russell outlines where he sees the biggest trading opportunities, offering actionable insights for traders.