Trust Issues: Investing in UK wind farms with UKW’s Matt Ridley

2025-05-13

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...

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 The elements that 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/