March 2021
News
Results analysis: US Solar Fund
We look at the recent results announcement from USF, and how the trust is poised to offer both high levels of income and capital growth in 2021…
16 Mar
16 Mar
Fund Research
JPMorgan US Smaller Companies
JUSC offers investors a portfolio of high-quality US small caps, and has a strong record of performance and alpha generation…
03 Mar
03 Mar
February 2021
Features
Investing in a changing world
The global economy is slowly recovering from the havoc wrought by COVID-19. Market leadership is changing and there is greater clarity on the future. Tony DeSpirito, Co-Manager of the BlackRock North American Income Trust plc, explains how the portfolio is being managed through these turbulent times...
24 Feb
24 Feb
News
Results analysis: BlackRock North American Income
With a strong start to the year, BRNA has a number of catalysts to drive performance in 2021 and an attractive yield of 4.7%...
12 Feb
12 Feb
January 2021
Fund Research
BlackRock Sustainable American Income
BRNA offers a disciplined US value opportunity with superior income attributes…
07 Jan
07 Jan
Fund Research
International Biotechnology
IBT offers a differentiated way to access strong growth prospects at an undemanding valuation...
04 Jan
04 Jan
December 2020
Strategy
What the illuminati don’t want you to know
Kepler’s own twisted genius, Callum Stokeld, offers some ‘long shot’ scenarios for 2021…
30 Dec
30 Dec
Strategy
2020 Hindsight
We look back at our favourite articles of the year - including a somewhat accurate warning in January that Coronavirus might be 'something to worry about'...
30 Dec
30 Dec
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec
Fund Research
US Solar Fund
USF’s portfolio is now fully operational and the trust is on track to commence the targeted 5.5 cent dividend in 2021…
10 Dec
10 Dec
November 2020
Head to head
Hope springs eternal
The US election has given long-suffering value investors new hope of a 'great rotation' in their favour, but that light at the end of the tunnel could in fact be a train…
19 Nov
19 Nov
REPLAY
Slides and Audio: NB Private Equity Partners
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
11 Nov
11 Nov
October 2020
Fund Research
NB Private Equity Partners
NBPE is unique in the LPE sector, which means its wide discount is attractive…
28 Oct
28 Oct
Fund Research
Polar Capital Technology
Investing in global tech, PCT targets global leaders at favourable points in their development cycle…
15 Oct
15 Oct
September 2020
Opinion
The results are in: Biden for president, just...
Our poll found little consensus among KTI users about who would win the keys to the White House...
07 Sep
07 Sep
Replay
Slides and Audio: BlackRock North American Income
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
News
Results analysis: US Solar Fund
US Solar Fund has made significant progress with its portfolio and expects dividends to be fully covered by operational cashflow from now on…
16 Sep
16 Sep
Fund Research
Third Point Investors
TPOU’s portfolio has been pivoted year to date, and with renewed focus from board and manager, the discount of 23% looks anomalous…
30 Sep
30 Sep
July 2020
Fund Research
Gabelli Value Plus+
Gabelli Value Plus offers exposure to value opportunities in US stocks trading at a discount to their value to an informed buyer...
23 Jul
23 Jul
Fund Research
BlackRock Sustainable American Income
BRNA offers a 5% yield from a portfolio of high quality US companies…
09 Jul
09 Jul
Fund Research
International Biotechnology
IBT offers a differentiated exposure to a secular growth theme complemented by a solid yield…
08 Jul
08 Jul
June 2020
Events
Deep impact
Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
05 Jun
05 Jun
Fund Research
US Solar Fund
USFP invests and operates solar power projects in North America...
10 Jun
10 Jun
May 2020
Small caps
Sea change
While global giants like Amazon still hold the weather gauge, we examine the long term prospects for a shift in the prevailing wind...
13 May
13 May
Strategy
The fight in the dog
We look at the characteristics which have separated the winners from the losers among small-cap trusts in the current crisis, with some surprising results...
06 May
06 May
Fund Research
NB Private Equity Partners
NBPE’s discount has widened dramatically, but its managers have already taken decisive steps to protect the trust…
14 May
14 May
April 2020
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…
01 Apr
01 Apr
Features
What does defensive investing mean today?
As investors reflect on the damage inflicted by the coronavirus outbreak on their portfolios in recent weeks, they may be looking for a way to build in greater resilience... However, traditional defensive investment strategies may not be the answer...
27 Apr
27 Apr