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Trust Issues: Investing in wind farms with UKW's Matt Ridley
Description
In this episode of Trust Issues, we speak with Matt Ridley, who leads the investment management team at Greencoat UK Wind (UKW), which owns and operates 49 wind farms across the UK.
UKW aims to provide investors with a growing annual dividend while preserving the capital value of its investment portfolio in real terms.
Matt talks about the recent management transition, sentiment towards the renewable energy infrastructure sector, the UK's wind generation and the outcome of UKW's recent continuation vote.
00:00 Introduction
01:04 UKW's management transition
03:20 What elements have played into UKW's strong NAV total return?
04:50 Why has sentiment towards the sector shifted and what catalysts are on the horizon?
07:20 What is UKW's investment process?
10:07 The impact of the UK's wind generation on UKW
12:22 The attractions of UKW versus UK government bonds
14:48 Continuation votes and shareholder democracy
17:12 Further information
17:28 Risk warning
Our latest research on UKW - https://www.trustintelligence.co.uk/investor/articles?fund_id=50
UKW website - https://www.greencoat-ukwind.com/
Parts of this podcast were recorded on 17/04/2025 and 28/04/2025.