UK Investor Magazine

In this episode, we sit down with Alexander Selegenev, Executive Director of TMT Investments, the AIM-listed venture capital firm focused on high-growth technology companies across AI, software, and fintech.Alexander opens with an introduction to TMT’s business and investment philosophy, then walks us through the firm’s strategy and thesis in detail.We explore how TMT balances genuine excitement about artificial intelligence with the valuation discipline required to generate returns for shareholders.We dig into the numbers, asking why deployed capital fell sharply in 2025 compared to the prior year, and what that tells us about how the team is reading the current opportunity set. Alexander then takes us through the portfolio’s core holdings, including the standout story of Scale AI, which delivered a 138% uplift in just eight months following Meta’s investment, and what originally attracted TMT to the business.We also look at Bolt, now EBIT positive and active in more than 800 cities globally, and discuss how close the ride-hailing giant might be to an IPO or significant exit event. On the other side of the ledger, Alexander addresses the write-downs seen over the past year and the factors behind them.Alexander provides insight into their thinking around balancing special dividends with share buybacks and what success looks like for TMT Investments.

Dan Lane, lead analyst at Robinhood UK, joins us for a wide-ranging conversation on markets, money, and the future of investing in Britain.We open with the big macro picture, examining what the latest volatility in the Middle East means for equities and how investors should think about interest rates and inflation in an uncertain geopolitical environment.From there, we turn to the UK investing environment. Dan gives his honest take on whether Britain has a cultural problem with investing, how younger generations are approaching the stock market differently, and what still needs to change.We dig into ISAs and why so many people leave their annual allowance untouched, the most damaging myths Dan hears regularly, and his verdict on whether government policy will actually shift behaviour.We finish with a look at how AI is transforming what retail investors can do today versus five years ago, and the most exciting applications Dan has seen emerging in the space.We close on UK-listed companies. We ask whether Dan is optimistic or pessimistic right now, and if he had fresh money to put to work in one corner of the UK market today, where would it go?

Jeremy Naylor sits down with NB Private Equity Fund Manager Luke Mason to discuss the Neuberger Berman-managed Investment Trust.NB Private Equity Partners is a London-listed investment trust managed by Neuberger Berman that invests directly in a portfolio of around 90 private companies, primarily in the US.The trust co-invests alongside top-tier private equity managers in their core areas of expertise, leveraging Neuberger Berman’s platform and relationships to access attractive deal flow. The portfolio is diversified across sectors, managers and company size, with a focus on businesses benefiting from long-term structural growth trends such as shifting consumer patterns and demographic change.Notably, investments are typically made on a no-management-fee or carried-interest basis, and responsible investment principles are fully integrated into the process.

In this episode, we sit down with Geoff Robertson, CEO of MediaZest, to discuss the company’s accelerating momentum after a strong period of revenue growth and its swing to profitability.Geoff talks us through the business model, its focus on recurring revenues, and what sets MediaZest apart in the digital signage and in-store media market. We explore the key contract wins driving a third increase in revenues, the outlook for new business, and how the company plans to sustain profitability and expand margins into 2026 and beyond.

In this episode, we sit down with Kealan Doyle, CEO of award-winning EIS fund manager Symvan Capital, to explore how the firm identifies and backs disruptive early-stage technology businesses.Kealan outlines Symvan’s focused approach to investing in early-stage UK technology companies, explains why the firm favours business-to-business models over consumer plays, and discusses how AI is reshaping the technology landscape.AI isn’t anything new to Symvan Capital, which has been investing in the area long before the release of ChatGPT. Kealan provides fascinating insight into the area and where he sees opportunity.He walks through current portfolio companies, shares lessons learned from exits, and details Symvan’s hands-on approach to supporting founders post-investment.With £52m in assets under management and investments in 56 technology businesses since 2014, Kealan explains what sets Symvan apart from similar EIS Funds.To learn more about investment opportunities in AI growth businesses through EIS and SEIS schemes, investors, entrepreneurs, and financial advisers are welcome to contact Symvan Capital or visit their Republic Campaign live until 20th March. Capital at Risk. 

The UK Investor Magazine was delighted to welcome Adsure Services CFO Sarah Prescott to the podcast to discuss her new role as Group CFO and plans for the year ahead.Sarah Prescott joined Adsure Services as CFO at the turn of the year, and this podcast is focused on the opportunity Sarah sees ahead for Adsure Services and its shareholders.

The UK Investor Magazine was delighted to welcome Omar Hamdi, the founder and CEO of Pathos Communications, to the podcast to discuss Pathos Communications’ recent IPO and future plans.

The UK Investor Magazine was delighted to welcome Dan Higgins and James Bloomer from Marylebone Partners to discuss Majedie Investments’ deeply diversified approach to delivering value to shareholders.Majedie Investments is an investment trust like no other.Dan provides an overview of their differentiated approach, which allocates the portfolio across direct investment, special investments, and external fund managers.The portfolio contains UK stocks such as Weir Group, a copper-focused ETF, and uranium investments that can’t be named, as well as investments with deeply specialised fund managers that UK retail investors simply don’t have direct access to.Find out more about Majedie Investments hereThe conversation explores their contrarian philosophy. Most investors forecast markets. Marylebone doesn’t. Their portfolio deliberately diverges sharply from global equity indices. They explain why non-consensual thinking matters and why they’ve avoided the mega-cap U.S. stocks that dominate benchmarks.The U.S. has led global markets for over a decade. But Higgins and Bloomer question whether this regime is permanent. They dig into America’s position as a net debtor to the world and explain why the net international investment position should matter to investors.Emerging markets have disappointed for years. Yet that long underperformance may be the opportunity.Bloomer, fresh from another research trip to China, addresses what investors misunderstand about Chinese policymakers and outlines the country’s deep appeal. We explore ideological risks shaping markets today.

Join us for an in-depth conversation with Craig Martin, Chairman of Dynam Capital, the investment manager behind Vietnam Holding (VNH). As Vietnam celebrates its newly acquired emerging market status and its equity index reaches record highs, Craig shares his insights on one of Asia’s most dynamic investment opportunities.Find out more about Vietnam Holding here.We explore the immediate impact of global tariff pressures on Vietnam’s economy and equity markets, examining how the country is adapting to these headwinds. Looking beyond short-term challenges, Craig discusses Vietnam’s economic transformation over the past year and whether the recent upgrade to emerging-market status has triggered the anticipated institutional inflows and IPO activity.With Vietnam’s leadership targeting ambitious 10% GDP growth, we assess what’s needed to achieve this milestone. Craig provides his perspective on why some may be underestimating Vietnam’s economic resilience.The discussion turns to portfolio strategy, with Craig walking through significant rebalancing decisions over the past year and highlighting where he sees value entering 2026. We examine specific holdings and new positions, exploring how attractive valuations and strong economic fundamentals are shaping investment decisions at a time when many Vietnamese stocks remain compelling on a P/E basis.Craig concludes by sharing what excites him most about the year ahead for Vietnam’s equity markets and the opportunities available to investors willing to look beyond headline risks.