April 2020
Strategy
Children of the Revolution

The outperformance of technology hints at an exciting possible future for the market when the virus is beaten…

Fund Research
Pacific Horizon

PHI is a long-term outperformer looking cheap after big NAV falls…

News & Events
James Goldstone's UK equity strategy update

The sell-off across global markets has been widespread in recent weeks. Joanna Smith, UK Equities Product Director at Invesco, questions whether we have seen the market lows of this crisis yet...

Market Insight
Opportunity passed?

Discounts gapped out, but in many cases have rebounded…

Fund Research
Aberdeen Smaller Companies Income

ASCI offers investors both capital appreciation and income from a portfolio of high-quality UK smaller companies…

Remote working
Webcasts, podcasts, presentations and more...

For the duration of the current crisis we'll be publishing recordings of dial-ins and webcasts wherever they are available...

Features
Worry, but don't panic.

The coronavirus is playing havoc with the markets as well as our health and well-being. Billions are being wiped off share prices in the short term. Companies are coming under fiscal pressure very ...

Strategy
Mind the gap

Discounts have yawned across trusts investing in private companies, but appearances can be deceptive and as COVID-19 unfolds it pays to take care…

Fund Research
Schroder AsiaPacific

SDP is the standout Asia Pacific trust over ten years…

Fund Research
Smithson

Smithson invests in a concentrated portfolio with a disciplined process focusing on the highest quality businesses in the small and mid-cap market...

Market insight
Back in Brazil

As global markets have suffered in 2020, Brazilian stocks have been no exception. Could this be a good time to consider buying?

March 2020
Features
Polar Capital: "A multi-decade opportunity"

The team behind Polar Capital's Global Financials Trust think valuations among banking stocks could be an outstanding entry point...

Fund Research
Schroder Oriental Income

SOI offers access to the exciting dividend growth story in Asia…

Fund Research
Augmentum Fintech

AUGM has a unique private-fintech mandate, currently trading on a 50% discount to historical NAV…

Fund Research
Scottish American

With a strong track record for capital appreciation and income, the past five years haven’t seen any better opportunities to enter SAINTS…

News & Events
City Merchants High Yield Trust Limited update

In light of recent unprecedented global market events, the Board and the Manager wish to provide an update to shareholders on activity within the portfolio...

News & Events
Invesco Enhanced Income Limited Update

In this very challenging time, an update from the Company’s portfolio manager is set out...

Strategy
Of mice and men

Our ‘best laid plans’ have somewhat ‘gang aglay’ since the KTI team put forward its best ideas for 2020 in early January…

Remote working
Conference calls, webinars and presentations in the next 14 days...

For the duration of the current crisis we'll be publishing a diary of dial-ins, webcasts and conferences which are scheduled in the next few weeks - allowing you to attend remotely...

MARKET INSIGHT
First in, first out?

We ask whether the brave should be raising their allocation to Asia...

Features
An approach to governance: creating long-term value for our clients

James Goldstone outlines why they advocate for proper and effective corporate governance and sustainable business practices within the Invesco UK Equities team...

Fund Research
Invesco Income Growth

A well established equity income fund with a strong emphasis on the sustainability of dividends and a cautious approach to the prevailing macro environment...

Strategy
Their darkest hour?

We update our shortlist of discount opportunities...

Fund Research
JPMorgan MidCap

JMF uses quant research and fundamental analysis to take advantage of investor psychology and market inefficiencies...

Features
Driven by the prospects of businesses

Ciaran Mallon, UK Equites Fund Manager, describes his investment philosophy and why it’s more about picking the shares that go in the portfolio than about taking big economic views...

Fund Research
JPMorgan Indian

JII owns a portfolio of high-quality companies benefitting from India’s dramatic secular development…

News & Events
Results in focus: Oakley Capital Investments

Oakley Capital Investments (OCI) released a strong set of results this morning, delivering shareholder returns of 56% over the year to Dec 31, 2019...

Strategy
The importance of buying earners*

Our analysis shows that the impact of dividend contributions on long term returns is anything but trivial...

Features
Seeking big opportunities in UK smaller companies

Whilst the shape of the UK economy shouldn’t be the defining factor to a firm’s share price performance over time, it can certainly make a difference to the smoothness of the ride. Jonathan Brown a...

Fund Research
JPMorgan Asia Growth & Income

JAGI has generated significant outperformance in recent years and offers an attractive yield…

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Current Site 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.