April 2021
Fund Research
Third Point Investors
TPOU’s strong performance, and new board initiatives to narrow the discount, offer an attractive package…
28 Apr
28 Apr
Fund Research
Momentum Multi-Asset Value Trust
After a strong 12 months, the managers of the recently renamed MAVT are optimistic on prospects for value...
26 Apr
26 Apr
March 2021
Events
Spring Conference '21
Audio and presentations from 21 of the UK’s leading investment trust managers…
10 Mar
10 Mar
Replay
Slides and Audio: JPMorgan Global Core Real Assets
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Replay
Slides and Audio: Ruffer Investment Company
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Replay
Slides and Audio: BMO Managed Portfolio
Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 04 March...
04 Mar
04 Mar
Fund Research
RIT Capital Partners
RCP continues to deliver on its aims of long-term capital growth while preserving shareholders’ capital...
30 Mar
30 Mar
Fund Research
BMO Managed Portfolio
Offering both Growth (BMPG) and Income (BMPI) share classes, BMO Managed Portfolio Trust allows shareholders to switch annually between share classes in a tax efficient manner...
04 Mar
04 Mar
December 2020
Fund Research
MIGO Opportunities
Investing in a diverse array of other trusts, MIGO seeks to build a portfolio with significant embedded value...
17 Dec
17 Dec
Fund Research
Ruffer Investment Company
RICA is an all-weather proposition, aiming to deliver over range of market and economic outcomes...
02 Dec
02 Dec
News
Results analysis: Seneca Global Income & Growth
After a strong six months, we look at SIGT’s outperformance of its benchmark and whether it has the potential to continue to do so going into 2021…
02 Dec
02 Dec
November 2020
Strategy
Britannia Redux
UK equities have been despised for almost five years and could offer extreme rebound potential…
25 Nov
25 Nov
REPLAY
Slides and Audio: Miton Global Opportunities
View the presentation and listen to the audio from our 'Discounts in Focus' event on 05 November...
11 Nov
11 Nov
Events
Now that's what I call a discount!
Presentations and audio from our conference focussed on discount opportunities in the investment trust sector…
11 Nov
11 Nov
News
Flash update: JPMorgan Global Core Real Assets
JPMorgan 'real asset' trust to issue C-Shares and declares evolution of investment policy…
20 Nov
20 Nov
September 2020
Strategy
Eating their cooking
Our analysis suggests that asset management businesses owned by the trusts they manage are on less demanding valuations than their listed equivalents...
03 Sep
03 Sep
Replay
Slides and Audio: Aberdeen Diversified Income & Growth
View the presentation and listen to the audio from our 'Alternatives for Income Investors' event on 29 September...
30 Sep
30 Sep
Fund Research
Momentum Multi-Asset Value Trust
Seeking to achieve total returns of CPI +6% p.a., SIGT invests on a multi-asset basis with a value approach...
30 Sep
30 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
Fund Research
Aberdeen Diversified Income & Growth
ADIG offers a high yield from a portfolio of alternative assets...
30 Sep
30 Sep
Fund Research
BMO Managed Portfolio
With Income and Growth shares, the BMO Managed portfolio offers different solutions to investors with different objectives through investment in a diversified portfolio of investment companies...
03 Sep
03 Sep
July 2020
Fund Research
MIGO Opportunities
Using a diverse array of investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
09 Jul
09 Jul
Fund Research
JPMorgan Multi-Asset Growth & Income
Targeting a 4% income yield, MATE invests across several asset classes...
01 Jul
01 Jul
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…
08 Apr
08 Apr
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
Fund Research
Ruffer Investment Company
RICA uses a range of asset classes to generate absolute returns for investors with an approach emphasising loss-aversion...
16 Apr
16 Apr
Fund Research
Schroder Asian Total Return
ATR is the standout trust in its sector for both absolute and risk-adjusted returns, now trading on a significant discount...
15 Apr
15 Apr