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… In this interview:

0:00 Introduction to Octopus Ventures
0:49 What does Octopus Titan VCT aim to do for investors?
1:37 “Needle in a haystack” – what makes an ideal investee company?
3:03 Investing in Automata – collaborative robotics
4:33 Investing in Unlikely AI – making LLMs safer and more reliable
5:48 Investing in Partly – connecting car part buyers and suppliers
6:42 Skin + Me – direct to consumer tailored skincare (second largest portfolio company)
7:29 Pelago Health – digital clinic for substance use management
8:33 Vitesse – treasury and payments services for big insurance companies
9:31 What beyond funding does Octopus offer these companies?
11:22 What’s behind the dip in NAV?
13:17 Why VCs like tougher economic conditions
14:58 “More runway” – how has the funding environment changed?
16:14 Risks of companies failing or investments losing money
17:24 Breakdown of the Titan portfolio – three buckets
18:33 Exit environment
19:29 Change in dividend policy
20:42 Summary: Why invest in Octopus Titan VCT?

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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.