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UK Investor Magazine
Autonomous Vehicles, SaaS, and winning new customers with Guident's CEO Harald Braun
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The UK Investor Magazine was thrilled to welcome Harald Braun to the podcast for a deep dive into the recent developments at autonomous vehicle safety company Guident.
Tekcapital portfolio company Guident is a leader in innovative autonomous vehicle safety solutions utilising human-in-the-loop technology.
As always, Harald provides deep insight into the company and recent activities. We discussed a recent trip to Europe and the fruitful conversations the company had with new and existing customers.
Harald outlines commercial momentum and a number of MOUs and strategic partnerships that will soon be announced.
We explore Urban Mobility in broad terms and the key demands of authorities driving the adoption of electric autonomous vehicles.
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Undervalued UK equities, emerging markets, and trade tariff positioning with Dan Boardman-Weston
34:40|The UK Investor Magazine was delighted to welcome Dan Boardman-Weston, CEO of BRI Wealth Management, back to the podcast for an insightful conversation about UK equities, trade tariffs, interest rates, emerging markets, and asset allocation considerations for the rest of 2025.This podcast explored the current global economic landscape and investment strategies for the second half of the year.The discussion focused on the outlook for global growth and its impact on market sentiment, with a particular emphasis on the emerging concept of “resilience” in European and emerging markets.The conversation examined the concentration risk posed by the “Magnificent Seven” tech stocks dominating US equity gains and explored the need for diversification in a concentrated market environment.We address immediate market concerns around the upcoming US tariff deadline on July 9th and how clients are positioning their portfolios accordingly.Dan outlines the potential implications of tariffs on US inflation and whether this could undermine the Federal Reserve’s traditional monetary policy effectiveness and credibility in meeting its dual mandate.The conversation concluded with recommendations on asset allocation shifts, geographical diversification strategies, and sector-specific opportunities.US Exceptionalism, AI Stocks, and Bitcoin with Fiona Cincotta
24:36|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 creeping into markets.We run through Bitcoin and crypto markets and look at the factors that could drive prices in Q3 2025. Fiona explains the seasonal impacts on Bitcoin and why this year could be different.Fiona finishes with her view on the biggest opportunities and risks for the remainder of 2025.Turning old EV batteries into a domestic source of critical minerals with Altilium
32:18|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 economy by recovering critical minerals like lithium, nickel, and graphite from waste streams rather than mining new resources.Having won investment from SQM, the world’s largest lithium producer, Altilium is gaining the attention of industry leaders and is preparing for the next phase of its journey.Their EcoCathode™ ProcessAltilium’s proprietary green recycling technology transforms used EV batteries and manufacturing waste into high-purity materials needed for new battery production. The process achieves 95% recovery of critical minerals, 99% recovery of graphite, and produces 24% lower emissions compared to conventional recycling methods.By 2040, the company projects that UK battery recycling could supply half the critical minerals needed for domestic EV production, reducing import dependence and strengthening energy security whilst decarbonising the automotive supply chain.Deploying AI tools to improve outcomes for government-funded organisations with Adsure Services
20:04|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 closed-source large language model trained exclusively on TIAA’s own data rather than open internet sources, ensuring privacy and security for their government-funded clients, including emergency services, educational institutions, and housing associations.The tool forms part of Adsure’s strategy to strengthen its position as the preferred provider to the UK public sector through technological advancement.Developed with an Innovate UK grant in 2023, TIAA Insight will first enhance internal processes before Adsure potentially explores licensing the software to external parties.Agentic AI, Autonomous Vehicles, and NAV Growth with Tekcapital
20:21|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 Agentic AI startups. We touch on the autonomous vehicle safety company Guident and preparations for its NASDAQ IPO, framed in the context of the rapid adoption of the technology in the United States.Rules-based stock picking and building market-beating portfolios with Stockopedia
49:10|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.Residential smart grids for new UK homes with Cepro
20:04|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.Identifying high-quality UK equities and achieving a market-beating dividend yield with Dunedin Income Growth
37:53|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.A highly differentiated and diversified approach to securing inflation-beating returns with Majedie Investments
49:11|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.