Finding that “needle in the haystack” – Octopus Titan VCT, Malcolm Ferguson The Tax-Efficient Investor – by Wealth Club

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.