July 2018
Strategy
Go big or go home
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...
09 Jul
09 Jul
Fund Research
Independent Investment Trust
A highly idiosyncratic trust, which has delivered strong returns over the long term...
12 Jul
12 Jul
June 2018
Video
Unearthing opportunities in smaller companies
Jonathan Brown and Robin West, UK Equities Fund Managers, explain how they identify prospects in the small cap market and how they have applied it to their portfolios.
08 Jun
08 Jun
Fund Research
Mercantile
The Mercantile Investment Trust is a large and liquid UK mid-cap focused investment trust...
27 Jun
27 Jun
July 2017
Discounts
Carpe discount
Our analysis shows that there is a right time, and a wrong time, to seize a trust which is languishing on a discount...
25 Jul
25 Jul
Fund managers
Apt student
Invesco CIO Nick Mustoe tell us he started out with just a university grant as seed capital for his first portfolio...
26 Jul
26 Jul
Fund Research
Woodford Patient Capital Trust
Neil Woodford's flagship trust has come under intense scrutiny since its blockbuster launch...
26 Jul
26 Jul
Fund Research
Aurora
A remarkably focused UK equities trust with a high conviction value approach...
26 Jul
26 Jul
May 2017
Model portfolio
Hard knocks
Our long term growth model portfolio suffered a serious setback when the Brexit vote came through, but has lived up to its name since then...
24 May
24 May
Strategy
Brave new world
We ask the top managers in each sector, region and asset class where they see the opportunities in the months ahead...
21 May
21 May
Fund Research
Henderson Opportunities
24 May
24 May
March 2017
Strategy
The new kids on the block...
We highlight the three newest managers to grace the UK equity sectors and how they have put their own individual stamps on the portfolios they've inherited...
21 Mar
21 Mar
Fund Research
Aurora
21 Mar
21 Mar
Fund Research
Jupiter UK Growth
21 Mar
21 Mar
July 2016
Strategy
The investment trust advantage
The UK's leading managers tell us how they use investment trusts to maximise returns...
12 Jul
12 Jul
Opinion
Anarchy in the UK
We collate the reactions of the City's leading investment companies analysts in the wake of the EU referendum...
12 Jul
12 Jul
April 2016
Strategy
A wild ride for Endurance Growth
Our long term growth model portfolio has had a white knuckle ride since launch in July...
20 Apr
20 Apr
Strategy
Brexit discount slump is a buying opportunity
Analysts believe a sharp bounce is likely if the public comes down in favour of a 'remain' vote.
19 Apr
19 Apr
Fund Research
Henderson Opportunities
19 Apr
19 Apr
January 2016
Strategy
Buy with confidence
We employ a new technique to reveal five trusts on discounts which offer the cheapest entry point in a decade...
26 Jan
26 Jan
Fund Research
Artemis Alpha Trust
A detailed factsheet profile of Artemis Alpha investment trust including share price performance, discount, dividend, premium, asset allocation and gearing analysis...
26 Jan
26 Jan