In this episode of Talking Trusts, we speak with David Bird, investment director at Octopus Energy Generation, the investment manager of Octopus Renewables Infrastructure (ORIT), about the opportunity in clean energy investment moving forward and putting some colour on ORIT's portfolio.
00:00 Introduction and risk warnings
00:41 Information on Octopus Energy Generation, ORIT's investment manager
02:21 How much experience does the ORIT management team have?
04:05 How does ORIT's diversification benefit the trust?
06:52 What is development risk and how and why does ORIT use it?
09:22 What excites you about the developer assets within ORIT's portfolio?
11:30 What do recent sales tell us about ORIT's portfolio valuations?
13:23 The key drivers of clean energy and the outlook for ORIT
14:49 Details behind ORIT's recent capital allocation update
17:07 Further information and risk warnings
This video was recorded on 11 March 2025.
