The Tax-Efficient Investor – by Wealth Club Wealth Club

How has the first year gone for Charlie Huggins’s high-conviction Quality Shares Portfolio at Wealth Club? Which companies have performed well, or not so well, and why? Charlie runs through the 12 months performance with Alex Davies. Some highlights:


Effect of the “Magnificent 7” on global indexes
Performance of Microsoft, RELX, Croda and Diploma over the year
What one word summarises what Charlie looks for in companies?
What makes the portfolio different from the majority of equity funds?
Why did Alex invest in the portfolio?

To find out more please visit https://www.wealthclub.co.uk/charlie.


IMPORTANT: This interview outlines Charlie’s investment views. It is not a personal recommendation to make, sell, or hold any investment. The Quality Shares Portfolio is a long-term investment. Past performance is not a guide to the future. The value of investments and any income from them can fall and you may get back less than you invest.

Octopus Titan VCT is the largest Venture Capital Trust. It aims to offer UK investors exposure to the venture capital asset class. The manager, Octopus Ventures, is looking for “this needle in a haystack” – a combination of factors in an early-stage (seed, Series A) company that gives it the potential to become a household name. So which companies have they backed lately? Who are the stars among the more established holdings? And how have widespread dips in technology company valuations affected the VCT? Watch now to learn more


“Needle in a haystack” – what makes an ideal investee company?Investing in Automata – collaborative robotics; Unlikely AI – making LLMs safer and more reliable; and Partly – connecting car part buyers and suppliersMaturing companies Skin + Me (direct to consumer tailored skincare, Pelago Health (digital clinic for substance use management) and Vitesse (treasury and payments services for big insurance companies) What’s behind the dip in NAV?Why VCs like tougher economic conditions“More runway” – how has the funding environment changed?Risks of companies failing or investments losing moneyBreakdown of the Titan portfolio – three bucketsChange in dividend policy



IMPORTANT
The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

Last year the average turnover of companies Guinness EIS Fund invested in was over £5 million. They aim to select well-established businesses and help them on their growth path. So who is behind the fund, how do they operate, and what businesses have they invested in recently? Listen to Shane Gallwey of Guinness Ventures to learn more. In this interview:


Investing in Dragonfly AI – marketing optimisation powered by machine learning
Investing in PlotBox – software for cemetery operators
How Gravity UK is bringing people back into retail centres
Growth of Cera Care – reducing hospitalisations in the at-home care sector
Recent exits: Imagen (Thomson Reuters), ContentCal (Adobe), Pasta Evangelists (Barilla), Jones Foods (Ocado)
Risks – how many investments fail?

IMPORTANT The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. EIS investments are high risk and illiquid. You could lose the capital you invest. If in doubt, seek advice.

Stuart Veale is managing partner of Beringea – the manager of two Venture Capital Trusts, the ProVen VCTs. What sort of companies have they invested in this year? How is the existing portfolio performing? Who are the rising stars, and recent exits? Watch now to learn more… In this interview:

What kind of companies do the ProVen VCTs seek to invest in?
Why they invested in Dash Water – a UK seltzer water pioneer – and Lucky Saint, the UK’s leading independent no-alcohol beer company
Investing in Gorilla – energy industry forecasting and pricing tools
Their investment in two ‘circular economy’ companies – MPB.com (pre-owned photographic equipment) and Luxury Promise (authenticated pre-owned designer handbags)
Besides funding, how does Beringea help these companies succeed? What role does the US office play?
A success story (and recent exit): luxury jewellery company Monica Vinader
Risks of early stage investing

IMPORTANT The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

Octopus Apollo VCT is the UK’s second largest Venture Capital Trust, and has outperformed many of its peers over the last five years as its investment focus – business-to-business software companies – has weathered recent economic headwinds better than many other growth sectors. Hear from manager Richard Court about how and why they do what they do. In this interview:


What does Octopus Apollo seek to do for investors?
What types of companies does Apollo VCT invest in
What stage does the VCT invest and why?
Investing in Lodgify (software for holiday rental property managers)
Investing in Pendula (automated conversational tool for marketing)
How does Octopus Ventures get involved in businesses after investment?
Macroeconomic conditions: how do they affect the portfolio?
What are the risks?
Recent exit: The Safeguarding Company
Performance and dividends
Summary: why invest in Octopus Apollo VCT?


IMPORTANT
The opinions expressed are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. Venture Capital Trusts are higher risk and less liquid than mainstream investments. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.

The Britbots Start Up and Scale Up funds invest in robotics, AI and automation under the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS). We meet mentor and investment adviser Dominic Keen to learn more. In this interview:

Who are Britbots?
New SEIS rules – good or bad?
What kind of companies does Britbots invest in?
How do current economic conditions affect robotics companies?
Investing in Vision Intelligence, Samudra Oceans, RAD Propulsion, QLM Technology, Albion Technologies
How involved is Britbots in the companies?
Exit pipeline
Risks – how many businesses fail?
Summary – why invest with Britbots?

IMPORTANT

The opinions expressed in this video are the interviewee’s own and do not necessarily reflect the view of Wealth Club Limited. This interview, like our service, is not advice and the products featured are not suitable for everyone. EIS and SEIS investments are high risk and illiquid. You could lose your capital. Tax rules can change and tax benefits depend on your circumstances. If you’re unsure an investment is right for you, please seek professional advice.