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April 2019
Strategy
Because they're worth it
William Heathcoat Amory
With the rise of the passives putting more pressure on fees than ever before, we argue that performance fees could be the key to encouraging truly active investment trust managers...
William Heathcoat Amory
10 Apr
10 Apr
March 2019
People
Race ready
Alice Rigby
Clare Dobie explains how the board upon which she sits set about transforming the once sluggish Alliance Trust into a sleek hulled racing clipper...
Alice Rigby
25 Mar
25 Mar
February 2019
Strategy
A marathon not a sprint
William Heathcoat Amory
Our research shows that investment trusts' structural advantages give them a significant edge for investors seeking long term capital growth...
William Heathcoat Amory
27 Feb
27 Feb
Fund Research
Alliance Trust
William Sobczak
After changing its spots in 2017, Alliance Trust continues to deliver a growing dividend and attractive returns...
William Sobczak
27 Feb
27 Feb
July 2018
Strategy
Go big or go home
William Sobczak
The overwhelming evidence is that fund managers who are willing to back their convictions with punchy bets are the ones that tend to outperform by the highest margin...
William Sobczak
09 Jul
09 Jul
Fund Research
Alliance Trust
Alliance Trust has changed its spots dramatically, adopting an interesting portfolio management approach that uses 8 sub-managers, each tasked with managing a highly concentrated portfolio...
04 Jul
04 Jul
October 2017
Fund Research
Alliance Trust
Non independent research
We revist the revamped global equities giant as it approaches the first anniversary of its new, multimanager approach...
Non independent research
12 Oct
12 Oct
January 2017
Opinion
Happy new year?
We collate the views of the City's top investment trust analysts, examining their reviews of 2016, and highlighting their predictions for the year ahead...
25 Jan
25 Jan
Opinion
Word on the street
Sell-side analysts comment on Alliance Trust's strategic review and plans for a new manager of managers approach...
25 Jan
25 Jan
Fund Research
Alliance Trust
Investment Trust Intelligence
A new chapter and an exciting future...
Investment Trust Intelligence
16 Jan
16 Jan
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Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts.
Absolute Hedge is a market leading UCITS research database
providing proprietary research on funds, themes and strategies in the UCITS space.
Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform
featuring a number of best-of-breed fund managers.
Kepler Partners is a corporate advisory and asset raising boutique
specialising in the regulated funds market in Europe and investment trusts in the UK.