November 2019
Strategy
Times are a changin'? The case for a value resurgence
We are in the midst of the longest period of value underperformance since the 1920s. Could we be approaching a change in environment?
06 Nov
06 Nov
Fund Research
Tetragon Financial Group
Tetragon Financial invests in a diversified set of alternative assets, and trades on a discount to NAV of c. 47%...
06 Nov
06 Nov
October 2019
Strategy
Bond proxy?
As a replacement or complement for longer duration bonds, listed alternative income funds look an interesting, well… alternative..
09 Oct
09 Oct
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 Oct
16 Oct
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...
09 Oct
09 Oct
News
Flash update: JPMorgan Global Core Real Assets
JARA showing momentum in the aftermarket following IPO...
23 Oct
23 Oct
September 2019
Fund Research
MIGO Opportunities
Using a diverse array of eclectic investment trust strategies, MIGO seeks to build a portfolio of trusts with significant embedded value...
25 Sep
25 Sep
Fund Research
JPMorgan Multi-Asset
Recently-launched JPMorgan Multi Asset Trust (MATE) has started life on the front foot, yielding 4.3% in its first year...
04 Sep
04 Sep
July 2019
Fund Research
JPMorgan Global Core Real Assets
JARA is a proposed investment company that will aim to generate an attractive income and total return by investing in diverse real assets sectors that are usually only accessible to institutional investors...
31 Jul
31 Jul
Fund Research
Schroder Asian Total Return
Schroder Asian Total Return seeks to limit the volatility of Asian stock markets while capturing the best stocks...
02 Jul
02 Jul
May 2019
Strategy
Rebel Rebel
These investment trusts don't fit into the usual boxes, which is exactly what makes them worthy of closer attention...
09 May
09 May
Fund Research
Invesco Select: Balanced Risk Allocation
IVPB aims to provide an attractive total return in differing economic environments with a low correlation to equities and bonds...
09 May
09 May
February 2019
Fund Research
Third Point Investors
As "opportunistic multi-asset investors”, Daniel Loeb and Third Point are best known for their event driven, value-oriented approach...
18 Feb
18 Feb
Fund Research
MIGO Opportunities
A highly differentiated fund of investment trusts, which has delivered annualised returns of 7.5% since launch in 2004...
13 Feb
13 Feb
January 2019
Strategy
There may be trouble ahead
We analyse why multi-asset macro funds have struggled and attempt to identify some possible closed-ended alternatives...
16 Jan
16 Jan
Fund Research
Ruffer Investment Company
This trust is well positioned to perform well if markets bounce, or the sell-off intensifies...
16 Jan
16 Jan
May 2018
Fund Research
MIGO Opportunities
A highly differentiated special opportunities fund of funds, managed by one of the most experienced managers in his sector...
30 May
30 May
Fund Research
JPMorgan Multi-Asset
A multi-asset strategy which invests across a range of asset classes, sectors and geographies...
10 May
10 May
February 2018
Downside protection
Gimme shelter
As the bear market for bonds and corresponding volatility in equities escalates we examine trusts that offer excellent capital protection..
28 Feb
28 Feb
Fund Research
Schroder Asian Total Return
A unique trust in the Asia Pacific sphere, aiming for long-term growth with a derivative overlay which allows stockpicking to drive returns...
27 Feb
27 Feb
Fund Research
Ruffer Investment Company
A diversified multi-asset trust with a clear focus on absolute returns which has seen it perform well in previous crises...
27 Feb
27 Feb
Fund Research
Invesco Select: Balanced Risk Allocation
Aiming to provide an attractive total return in differing economic environments with a low correlation to equities and bonds
27 Feb
27 Feb